Advisors / The flexibility of the Lakewood Ranch Community Fund can mean a lot to your client

Man and Women in meeting

Whatever the charitable wish—to house the homeless, support education or the arts, clean up a neighborhood park, or participate in a broad revitalization initiative—we can be of real service. Your client can choose one or a combination of our basic types of funds to create a customized plan for fulfilling a philanthropic dream, all the while helping the donor achieve maximum tax benefits.

The Lakewood Ranch Community Fund can help you as a professional advisor by providing personalized illustrations to present to your clients, for vehicles from gift annuities to charitable lead trusts. All planning is confidential and gifts may be anonymous, if desired

We will work with you and your clients to review fund documents to be sure how to best meet your clients’ wishes.

We will assure that if a change of circumstances makes compliance with the terms of the gift instrument “unnecessary, undesirable, impractical or impossible,” we are able to carry on your client’s charitable wishes in perpetuity.

Think of the Lakewood Ranch Community Fund as your philanthropy services partner. Our professional staff looks forward to working with you and your clients at a time and place that is most convenient. Let us show you how effectively we can bring our expertise to tax issues and help your clients leave a legacy that is For Good. For Ever.

Two Women in meeting 255x167Some of the greatest opportunities to make significant charitable contributions occur just when a client is making other major business, personal and financial decisions. Some of the special circumstances in which “planned giving” can benefit both the community and the donor’s heirs are:

  1. Writing or revision of a will
  2. Contemplating the sale of a business or other major asset
  3. Planning for retirement
  4. Having received a financial windfall

In each of these situations, planned giving represents an opportunity to achieve important business or personal goals while gaining the satisfaction of helping the community.