Maximize financial returns for your clients and their causes.
Tap our expertise to bring your client's vision to life.
The Community Foundation of South Jersey cares about the same causes and communities that your clients do. And we can be a useful resource as you engage in conversations about structuring and implementing their giving plans.
In the past 10 years alone, we’ve served charitable individuals, families, and organizations that have collectively given over $835 million to causes they care about.
Depending on your clients’ needs, we can assist with everything from donor advised funds (DAFs) and private foundation succession planning, to stewarding charitable bequests for causes or communities through legacy funds.
Reasons to work with CFSJ
Shared Client Goals
- Both CFSJ and professional advisors aim to serve their clients’ best interests. For advisors, this includes helping clients achieve their financial and estate planning goals, which often includes charitable giving.
- CFSJ specializes in facilitating charitable giving, and is a valuable resource for advisors looking to help their clients with their philanthropic intentions.
Expertise and Resources
- CFSJ staff possess deep knowledge of community needs and nonprofit organizations. The CFSJ team can provide valuable insights to advisors and clients on where charitable donations can make the most significant impact.
- CFSJ staff have expertise in various charitable giving vehicles and giving many types of assets, which can provide tax advantages and flexibility for clients.
Enhanced Client Relationships
- By partnering with CFSJ, advisors can offer their clients a broader range of services and demonstrate their commitment to their clients’ philanthropic goals.
- This can strengthen client relationships and build trust.
Facilitating Complex Giving
- CFSJ is equipped to handle complex gifts, such as non-cash assets, which may be challenging for individuals to donate directly to charities.
- The Community Foundation can also help with legacy planning, ensuring that clients’ charitable wishes are fulfilled for generations to come.
Community Knowledge
- CFSJ has a deep understanding of the local community, it’s needs, and the nonprofits that serve those needs. This local knowledge is very valuable to advisors and their clients.
Community Foundation of South Jersey and professional advisors work together to provide comprehensive and effective charitable giving solutions for generous clients and neighbors in South Jersey.
Tax-smart giving.
Tap our expertise to bring your client's vision to life.
For questions or more information, call 856-528-3385.