For Professional Advisors (attorneys, estate planners, financial advisors or accountants)
Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.
The Shenandoah Community Foundation wants to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.
We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.
Call (540-459-7737) or email us ShenCommunityFoundation@gmail.com about any aspect of charitable giving. We are also glad to arrange a meeting, at your convenience and at a place of your choosing.
Advantages of Working with SCF
We are experienced in customizing charitable giving opportunities to meet the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. Many individuals, corporations and nonprofit agencies also decide to work with us because of our broad knowledge of local needs.
A fund can be established with a simple written fund agreement. We’ll guide you carefully through the process. This allows your client to establish a charitable fund without having to cope with the complexities of setting up a private foundation.
We take pride in our ability to customize services to meet your client’s charitable objectives. If your client wishes to remain anonymous, we can honor their request. If your client wishes to support nonprofits outside of the Shenandoah County area, we can do that. If your client wishes to include future generations in his or her philanthropy, we can work with the family to accomplish this goal.
An important part of our work is building a permanent collection of funds for our community. Our record of stewardship assures that your client’s fund will be overseen and monitored so that their charitable intent can be met now and for generations to come.
Identify your client’s charitable purpose(s) or intent(s).
We know your client considers his or her charitable gifts to be an investment in the future. We agree. More than 50 named funds share the benefit of a knowledgeable board, and a closely monitored investment strategy. In a very real sense, each donor is backed by a team of dedicated philanthropists who are working on his or her behalf.
Our foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please click here to Contact Us for more information.