Professional Advisor Resources
Navigating the financial sector is complex and no one understands your clients’ needs more than you. As a trusted advisor to your clients, they rely on you to guide them in all financial matters, including their philanthropic giving.
As a leader in local philanthropy, Central Kentucky Community Foundation can partner with you to meet your clients’ giving needs. With our wide array of philanthropic services, we can help you explore and understand your clients’ giving interests, review strategies and customize a plan beneficial to their personal situation. By partnering with us, we’ll be your resource in local philanthropy and, together, we can all improve the lives of people in our community.
A community grows and develops through the attention and intention of people. Our community is fortunate to have professionals like you who guide people to opportunities for strengthening our community. For this, we are grateful.
Contact us today to learn more about how we can help.
An Advisor’s Story
Professional advisor Scott Kisselbaugh always knew the benefits of charitable giving as it relates to taxes. Advising his clients on how to save money on taxes while they fulfill their charitable giving plan was part of his services. And although Scott knew the benefits, he never took advantage of them, until now.
Advising Your Client
As a Professional Advisor, you and many other CPAs, attorneys, and financial planners work with people and businesses who have philanthropic wishes. Central Kentucky Community Foundation is here to assist you, your clients and our community.
Your clients have trusted you throughout the years with their financial goals, including guiding their charitable giving. It’s not surprising that they turn to your when it comes to estate guidance and their planned giving because, after all, you’re the person they trust.
For clients that want to make a lasting impact on what matters most to them, consider our Give5 initiative. With a gift of 5% in your clients’ estate plans, our community will benefit forever.
Endow Kentucky is a great state incentive for charitable giving to benefit Kentucky income taxpayers – both individuals and businesses. Through Endow Kentucky, your clients can receive a state tax credit up to 20% of your charitable gift to a permanent endowment fund with Central Kentucky Community Foundation.
Types of Gifts
Central Kentucky Community Foundation has an array of philanthropic services enabling us to accept a wide variety of gifts. From complex transactions to a simple cash gift, we’re here to make the giving process easier for you and your client.
Types of Funds
We offer several types of funds to meet various needs and giving strategies. Donors can give to existing funds that support organizations or community efforts.