Resources for You and Your Clients
Your clients rely on your advice to help them make financial decisions that align with their values and long-term goals. When it comes to charitable giving, incorporating philanthropy into an estate plan can provide meaningful benefits — both for your clients and the causes they care about.
Integrating planned giving discussions into financial and estate planning, allows you to:
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Enhance client relationships by offering strategies that align with their philanthropic interests.
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Provide tax-efficient giving solutions that maximize impact while minimizing tax burdens.
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Simplify the process by connecting clients with expert resources and flexible giving options.
Tailored Giving Solutions
Your clients have unique financial situations and charitable priorities. By working with MCF, you can offer your clients expert guidance and tailored giving solutions that align with their values and financial goals. Whether they want to leave a legacy gift, establish a charitable fund, or support a specific cause, we provide personalized support every step of the way.
Your clients can easily include MCF in their estate plan through:
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Bequests in a will or trust to support the causes they love,
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Donor-advised and other charitable funds to create a structured giving plan, or
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Gifts of non-cash assets like real estate, life insurance, or retirement accounts.
Together with MCF, you can help your clients leave a legacy that reflects their values while optimizing tax benefits and estate planning goals.
Help Answering Your Clients’ Questions
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Planned Giving Options – Explore ways your clients can create a charitable legacy.
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Planned Giving FAQs (PDF) – Get answers to common questions about estate giving.
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Charitable Gift Annuities: A Gift That Benefits You and Makes a Difference (PDF) – Learn how clients can use a CGA to benefit the nonprofit organization of their choice while receiving income during their lifetime.
Let Us Know How We Can Help You
We are here to help you and your clients with their giving. Call our office at 608-232-1763 or email Alison Helland, Director of Donor and Advisor Engagement, to see how we can help.
