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BENEFITS FOR YOU

For the professional advisor working with charitable clients, the Foundation offers:

1. A cost-free resource for charitable planning.
   For more than 46 years, the Foundation has worked with professional advisors in every venue to help their clients with their charitable planning.
   
   
2. An ego-free partner that enhances your practice.
   The Foundation benefits from the strongest possible relationship between you and your client, so the Foundation will never eclipse your role, but rather enhance it. We can work entirely in the background, for example, until and unless you wish us to meet your client. Or we can attend every meeting with you. Your choice.
   
   
3. Seminars, a monthly e-news, an easy access website, and people you can call on 24-7, and it's all FREE!
   
   We also offer:
   
   
   • GiftLaw Pro, a 24-hour web presence that provides a constantly updated compendium of federal charitable tax law geared just to you,
   • Several networking opportunities each year for you to meet your colleagues in a relaxed atmosphere.
   
   
   The Foundation's work with lawyers, accountants, and insurance and financial service professionals, is advised by a 14 member Professional Advisory Council.
   
   
4. Association with the County's Center for Philanthropy.
   Since 1961, YCCF has been the county's premier center for all matters philanthropic. Today we are the stewards for more than 400 individual endowments currently totaling $60 million, and grant more than $5 million annually. You can play a key role in this important regional resource.
   
   
5. We are Experienced
   We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals. Call on us for assistance in establishing a fund and setting up an effective grant-making program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.
   
   
6. Permanence
   Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.
   
   
7. Economical
   If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff who cares about them and their needs.