Helping Your Clients
Achieve Their Charitable Goals
As a trusted advisor, you play a vital role in helping your clients create a lasting impact through their charitable giving. Madison Community Foundation makes the process simple, flexible and rewarding — helping individuals and families at all income levels incorporate philanthropy into their estate plans.
You and your clients can benefit from MCF’s deep knowledge of philanthropy, nonprofits and our community to find the best solution to meeting their charitable giving goals and supporting the community they love.
Charitable Giving Today
MCF can help facilitate your clients’ current giving plans as well. Whether they prefer to support one organization consistently year after year, or have a rotating list many organizations they support, a fund at MCF can simplify the process while giving them access to MCF’s philanthropic knowledge and community expertise.
Ways to Give
Your clients can fund their philanthropy at MCF in a variety of ways. Learn more about the available options.
Take Advantage of QCDs
Making a qualified charitable distribution from their individual retirement account could reduce your clients’ tax bills. Answer their QCD questions with this FAQ.
Establish a CGA
Learn how to establish a charitable gift annuity, a gift that will benefit your clients and their favorite nonprofits.
Planned Giving Tomorrow
When you work with MCF on your clients’ planned giving, you can help them make a gift that will benefit the causes they care about for years to come. Establishing a planned gift through MCF is easy. Your clients can simply leave a gift to Madison Community Foundation in their will or estate plan. Their gift can be addressed to provide broad community support, address a specific focus area, or support the organizations they care most about.
Working with MCF provides them with a simple and straightforward way to make a planned gift can have a big impact on our community. Our knowledgeable staff is available to work with you and your clients to help them achieve your charitable objectives now and in the future.
- Planned Giving Options – MCF offers many options for your clients wanting to leave a legacy of support through their estate plan (pdf)
- Planned Giving FAQs – find the answers to some of the questions we often hear about leaving a permanent legacy through planned giving (pdf)
- Grant Recommendation FAQs – discover more about how to recommend a distribution from a fund at MCF (pdf)
Compare the Benefits of Different Funds
MCF offers a number of different fund types to help your clients meet their charitable giving goals. Whether your clients want to provide support for a specific organization, decide annually which organizations to support, address a broad area of interest, or address the community’s greatest opportunities or needs, MCF has fund options to help them achieve their goals.
Download these tools to help you and your clients easily compare the benefits and features of the various fund options available to them.
Explore Available Fund Options
Help your clients explore and compare the different fund options available at MCF for individuals.
Private Foundation or Donor Advised Fund?
Weigh the benefits of a private foundation versus a donor advised fund to help your clients meet their goals.
Let’s Connect
Let’s talk about how we can support your work and your clients’ charitable goals. Learn more about how MCF works with advisors, or contact Alison Helland, Director of Donor and Advisor Engagement today to start the conversation.
