Advisor Resources

DAVIE COMMUNITY FOUNDATION

Why Partner with a Community Foundation?

As a trusted advisor, you play an essential role in helping your clients navigate financial, estate, and philanthropic decisions. When charitable giving becomes part of the conversation, the Davie Community Foundation is your local resource and strategic partner.

We have extensive experience working with individuals and families who have multifaceted financial plans and meaningful charitable intentions. Our team collaborates with you to ensure that your clients’ giving is thoughtful, effective, and tailored to their personal values.

By partnering with the Foundation, your clients gain the advantages of giving to a public charity, including maximum tax benefits, simplicity, and trusted long term stewardship, while also enjoying the flexibility to customize how their charitable dollars are used to create lasting impact.

PARTNERSHIP

WAYS WE CAN HELP YOUR CLIENTS

Control the timing and tax benefit of their gift
Decide later how and where their funds will be used
Give locally and leave a legacy in Davie County
Maintain anonymity or gain recognition as they prefer

Ways We Support You and Your Clients

We’re here to serve as an extension of your team bringing local knowledge, philanthropic expertise, and flexible tools that align with your clients’ values.

You can call on us to assist with:

Establishing a fund
Providing sample language for wills and estate documents
Designing a personalized charitable giving strategy
Offering guidance on investment and grantmaking options
Facilitating gifts of stock, real estate, and retirement assets

View our types of funds

See sample will language

Professional Advisors

When to Talk with Clients About Charitable Giving

Significant opportunities often arise when clients are making major financial or life decisions. We can help you and your client explore options that align with their long-term plans during:

Year-end tax planning
Retirement planning
Sale of a business
Estate and legacy planning
Inheritance or financial windfall
Creating an alternative to a private foundation
Planning gifts of closely held stock, appreciated assets, or IRA/401(k) funds

In many cases, setting up a Donor Advised Fund with the Foundation offers an easy, efficient, and impactful alternative to creating a private foundation - at a fraction of the cost and complexity.

Let's Partner