The Community Foundation of Marshall County works closely with professional advisors — attorneys, accountants, financial planners, bankers, and life insurance representatives — to help their clients realize their charitable objectives and personal interests.
The Community Foundation of Marshall County helps to integrate charitable giving within estate and financial plans as well as facilitate anonymous giving and assist with complex gift instruments.
As a professional advisor you are often faced with a delicate dilemma – you want to discuss the many benefits of charitable giving with your clients and help them with their charitable goals but you want to remain neutral and avoid recommending a specific charitable cause or organization.
The Community Foundation of Marshall County is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefits under state and federal law.