Life’s most extraordinary accomplishments are very rarely ever achieved alone.
CCF’s expertise in customizing charitable-giving solutions has made us the philanthropic service provider of choice for professional advisors throughout Los Angeles County. In our role as a neutral partner, we create innovative solutions that help advisors successfully accomplish their clients’ charitable goals and maximize their tax deductions.
Our strong track record, experienced staff and extensive resources make us an ideal partner for gift planning. And our long-term financial and investment history ensures that donors and advisors alike can trust our fiscal stewardship of their charitable visions.
We have a variety of fund types available to help meet specific donor objectives. Our development team can provide advice, assistance and accessible materials to help advisors and their clients understand their options – from funding assets and vehicle structures to investment portfolios and grantmaking.
We accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate. Often clients may not even be aware of the options available to them. Our development team specializes in simplifying the process of converting complex assets into contributions.
CCF is ideally positioned to help advisors develop and deliver customized giving solutions to their clients. From identifying appropriate fund vehicles and handling complex assets to providing special services, we offer extraordinary flexibility and support for the diverse and changing needs of donors and the communities we serve.
Our wide range of tax-advantaged giving options allow donors to create their own giving and granting timetable, establish a gift anonymously, in their own name or in honor of someone else, and even integrate their donation into an estate plan. We offer personalized service for your clients, providing tailored philanthropic consultation and expertise on the issues and organizations your clients support. We can even help with appropriate causes and organizations around the world.
Clients often ask their advisors about private foundations. Our charitable giving experts are here to help you answer them.
CCF’s Private Foundations: Questions, Answers and Options brings together detailed white papers addressing the major questions and issues faced by clients throughout the life-cycle of their private foundations, whether they’re considering a forming a private foundation, looking to enhance their existing foundation or seeking to convert their foundation into something that better fits their needs.
We hope you find this information helpful during your conversations with clients. If you or your clients have any questions or would like to discuss further, please contact us at (213) 239-2310 or email@example.com.
With the right tools and resources, advisors can create effective giving strategies that help clients realize their charitable goals and transform lives in Los Angeles and around the world. CCF shares our knowledge with the advisor community and strives to advance their professional development.
Along with our large collection of advisor materials, we have partnered with the Planned Giving Design Center to offer access to a vast library of tools and information related to planned giving. We also offer Continuing Professional Education (CPE) and Minimum Continuing Legal Education (MCLE) credit opportunities for accountants, attorneys and certified financial planners on a range of important topics.