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Advisors

Your Partners in Philanthropic Advising

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We’re here to help you help your clients. 

As experts in philanthropy with in-depth knowledge of community issues, we work closely with advisors and their clients to make it easy to establish customized charitable funds and achieve their philanthropic goals.

Partners in Giving

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We consider attorneys, accountants, financial advisors, investment managers, insurance agents and other professionals to be our partners in the charitable giving process. We want to be a resource for you, and help you and your clients understand the many ways they can support their community and achieve their charitable goals.  Whether your clients are planning for the future, selling a business or stock options, or managing an inheritance, you can help them achieve their financial goals by working with us. The Sandusky County Communities Foundation is a single, convenient vehicle for meeting a variety of your clients’ charitable interests.  With expertise in planned gifts, fundholder service, and grantmaking we can work with you to tailor a fund to meet your client’s needs today or through their wills or deferred giving arrangements. 

 

Do you have clients who…

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Want to join a community of local charitable citizens who care?

Are making regular charitable donations?

Are considering creating a charitable vehicle?

Want to be charitable in their estate plans?

Want to involve future generations in philanthropy?

Have experience a major financial life event?

Need to maximize their tax strategy?

Some of the specific benefits of working with SCCF include:
 

  • Flexibility 

    • is it your wish to support the Arts? Health Care? Education? Human Services? The Environment? A donor can support his or her own charitable interests through the SCCF.

    • Are you interested in one or more specific charitable organizations? Support all of them through the SCCF.

    • Do you want to leave a lasting legacy that will meet the most pressing needs of the people in our community now and in the future? The SCCF can help you accomplish this.

  • Performance

    • The large permanent charitable endowment funds of the SCCF ensure its future. Thus, the SCCF will oversee a donor's fund in perpetuity, making sure that it is used exactly as intended.

  • Convenience

    • Funds may be established with a minimum of legal complexity. They also provide a real alternative to those interested in establishing a private foundation and may offer tax benefits and cost savings that private foundations cannot.

  • Cost Effectiveness

    • The generosity of individuals, private foundations, and businesses have created a permanent fund that helps underwrite a portion of the operations of the SCCF. This keeps the Foundation's administrative costs very low. In addition, because a number of charitable funds are combined, donors' funds receive economies of scale for investment as well as administrative costs.

  • Tax Benefit

    • The SCCF qualifies as a public charity under federal tax law. Gifts made during a donor's lifetime may result in important tax advantages and bequests to the Foundation are deductible for federal estate tax purposes.

  • Recognition

    • Funds established in the names of donors or loved ones stand as personal monuments, continuing to enrich the lives of all. For some donors, anonymity is important. If donors choose to be anonymous, the SCCF honors that request.

  • Professional Management

    • SCCF assets are invested by professional advisors, such as the Croghan Colonial Bank Trust Department.

Getting Started with SCCF.  Let your client enjoy the pleasure of giving without the burden of administration. We provide all administrative services related to a donor’s fund, including accounting, auditing, financial management, due diligence, grant making and evaluation.

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