Work with the Foundation as an Advisor

Sections

Pro­fes­sion­al advi­sors in the legal, account­ing, and finan­cial sec­tors are often in a posi­tion to advise clients about char­i­ta­ble giving.

The Com­mu­ni­ty Foun­da­tion of Jack­son Hole can assist you and your clients in struc­tur­ing gifts that max­i­mize tax ben­e­fits, while estab­lish­ing endur­ing com­mu­ni­ty lega­cies your clients desire. We com­bine our exper­tise with yours to ensure that your clients make edu­cat­ed deci­sions when select­ing from our full spec­trum of options. The Com­mu­ni­ty Foun­da­tion has expe­ri­ence in help­ing phil­an­thropic indi­vid­u­als cre­ate char­i­ta­ble lega­cies. Work­ing with the Com­mu­ni­ty Foun­da­tion offers a vari­ety of ben­e­fits to you and your clients.

Pro­fes­sion­al Services

We are expe­ri­enced in cus­tomiz­ing char­i­ta­ble giv­ing vehi­cles for indi­vid­u­als, includ­ing donors with com­pli­cat­ed objec­tives and com­plex gift sit­u­a­tions. See our fund types and struc­tures for more details. In addi­tion, we have a flex­i­ble gift accep­tance pol­i­cy, includ­ing gifts of appre­ci­at­ed secu­ri­ties, retire­ment funds, close­ly-held stock, and real prop­er­ty (includ­ing hous­es, vehi­cles, art, and jewelry).

Our team of ded­i­cat­ed and knowl­edge­able staff can help estab­lish a char­i­ta­ble giv­ing plan, guid­ed by val­ues and best prac­tices. We help advi­sors and clients alike nav­i­gate the full range of gift oppor­tu­ni­ties, with a steady hand today and for years to come. 

We guar­an­tee your clients’ anonymi­ty, if they so choose, in estab­lish­ing a fund through the Foun­da­tion or mak­ing grants to their favorite charities.

Our pro­fes­sion­al­ly man­aged invest­ment port­fo­lio offers our fund hold­ers access to a greater vari­ety of invest­ment options, con­sis­tent invest­ment pol­i­cy exe­cu­tion and economies of scale through pooled invest­ments. Fund hold­ers can feel secure in the fidu­cia­ry over­sight of our expe­ri­enced Board and Staff mem­bers. Learn more about our invest­ment man­age­ment objec­tives and results here.

We are a pub­lic char­i­ty, which means your clients’ con­tri­bu­tions qual­i­fy for the max­i­mum deduc­tion for income, gift, and estate tax pur­pos­es. Whether it’s an increase in per­son­al income or impend­ing cap­i­tal gains tax through an asset sale, your clients can lock in a full tax deduc­tion and reduce cap­i­tal gains tax lia­bil­i­ty to the ben­e­fit of char­i­ta­ble caus­es they care deeply about

Work­ing with the Com­mu­ni­ty Foun­da­tion to imple­ment your planned gifts alle­vi­ates the bur­den of record keep­ing, IRS report­ing and poten­tial­ly com­pli­cat­ed trust administration.

Fund hold­ers have 24-Hour online account or fund access, through Donor View, a secure, pass­word-pro­tect­ed online ser­vice where they can access their per­son­al fund infor­ma­tion includ­ing fund bal­ance, gift and grant his­to­ry and pend­ing grant recommendations.

Solu­tions for Your Client

The Issue

Your client just sold his busi­ness and would like to make a sub­stan­tial char­i­ta­ble dona­tion to off­set his tax­able income, but he has no time before the end of the year to research char­i­ties that might be of inter­est to him.

The Solu­tion

Estab­lish a donor advised fund and receive an imme­di­ate tax deduc­tion for the gift. Your client may sub­se­quent­ly sug­gest grants to the char­i­ties of his choice when­ev­er it’s most con­ve­nient. Con­sol­i­dat­ing his giv­ing through a donor advised fund makes it easy to keep track of char­i­ta­ble gifts for tax reporting.

The Issue

As a retiree, your client wants to increase the income she and her spouse cur­rent­ly receive from cer­tifi­cates of deposit, but she doesn’t want to risk invest­ing in stocks. She also would like to leave some­thing after her death to ben­e­fit the arts and edu­ca­tion in her community.

The Solu­tion

Estab­lish a char­i­ta­ble gift annu­ity or remain­der trust that pro­vides a stream of income to her and/​or her spouse dur­ing their life­times. Any remain­der can be used to estab­lish a char­i­ta­ble fund to ben­e­fit the charity(ies) that she des­ig­nates. She receives enhanced cur­rent income, while know­ing that her char­i­ta­ble objec­tives will be met in the future.

The Issue

He owns high­ly appre­ci­at­ed stock that he’s held for more than one year. He has a strong inter­est in afford­able hous­ing for the dis­abled and would like to take an active role in sup­port­ing his com­mu­ni­ty. He also would like to involve his adult chil­dren in estab­lish­ing a plan for his family’s char­i­ta­ble giving.

The Solu­tion

Open a donor advised fund with a gift of his appre­ci­at­ed stock. He will receive an imme­di­ate char­i­ta­ble tax deduc­tion for the fair mar­ket val­ue of the stock and avoid pay­ing cap­i­tal gains tax­es on its sale. His fam­i­ly, includ­ing his adult chil­dren, can serve as advi­sors to the fund and devel­op a char­i­ta­ble mis­sion togeth­er, with the assis­tance of Foun­da­tion staff if desired.

The Issue

She owns appre­ci­at­ed real estate and wish­es to donate it to her local church, but the church is not pre­pared to accept gifts of real estate.

The Solu­tion

Donate her prop­er­ty to estab­lish an endow­ment fund for the ben­e­fit of her church. She will receive a tax deduc­tion for its fair mar­ket val­ue, while avoid­ing any cap­i­tal gains tax that would arise from a sale. The Foun­da­tion will sell the prop­er­ty and use the pro­ceeds to pro­vide ongo­ing oper­at­ing sup­port to the church.

The Issue

He is approach­ing retire­ment and wants to reduce future income and estate tax­es by direct­ing IRA assets left at the time of his death to char­i­ty. He would also like to ensure his gift impacts crit­i­cal com­mu­ni­ty needs present at the time of his gift.

The Solu­tion

Con­tribute his IRA assets to the Com­mu­ni­ty Foun­da­tion. Gifts that sup­port the Foun­da­tion increase our abil­i­ty to respond to com­mu­ni­ty needs. By gift­ing his IRA or qual­i­fied retire­ment plan assets to char­i­ty at the time of death, he main­tains the use of his assets dur­ing his life­time, gen­er­ates an estate tax deduc­tion and avoids pay­ing income tax­es upon the dis­tri­b­u­tion of plan assets.