Giving Advice

Professional advisors and the Foundation for Appalachian Ohio are working together for clients and our communities.

People from all economic backgrounds are giving back to community in record numbers. Community-based philanthropy is in the front ranks of this movement.

These trends are affecting professional advisor practices in two insignificant ways. First, advisors are incorporating charitable giving as an integral component in their financial and estate planning activities - including the question "Do you have charitable giving interests?" - is standard planning practice for many advisors today. Charitable giving advice is a value-adding element in an advisor's portfolio and a service welcomed by clients who expect an integrated approach to their wealth management. Second, advisors are incorporating the Foundation for Appalachian Ohio as a trusted  resource in delivering charitable giving knowledge and products to their clients.

The Foundation for Appalachian Ohio is a resource for advisors. Attorneys, CPAs, financial planners, brokers, insurance agents, and other professional advisors are turning to the Foundation for Appalachian Ohio to help enrich the charitable giving strategies of their clients. Here's why:

-The Foundation for Appalachian Ohio is a neutral expert with technical information on a range of planned giving options, from executing gifts of real estate, stock or personal property to establishing donor advised funds or income-producing charitable annuities. The Foundation for Appalachian Ohio helps advisors provide their clients with the best charitable giving strategies based on each client's unique financial situation, tax status, and giving goals.

-The Foundation for Appalachian Ohio has in-depth information on local needs and nonprofit organizations. When clients ask, "How can I make sure my charitable gifts will make a difference?," many advisors turn to us for information on the programs and agencies that are working effectively in the specific areas interesting each client. The Foundation for Appalachian Ohio is in touch with local organizations and activities addressing the broad spectrum of community needs, ranging from the environment, arts, education and economic development to special programs for youth, family and seniors.

-The Foundation for Appalachian Ohio serves as the vehicle for giving many advisors seek for their clients. For example, we can establish Donor Advised Funds - the very popular mechanism through which a client can make a charitable gift and stay personally involved in suggesting uses for that gift over time. The Foundation for Appalachian Ohio is frequently named in bequests as stewards for estate assets that a client wishes to direct to address specific areas of community need in perpetuity. Giving through a community foundation also provides a client time and resources for evaluating potential grant recipients, as well as the ability to give to multiple charities with a single gift.

There's so much more we'd like you to know. The Foundation for Appalachian Ohio can help your clients achieve their charitable giving goals. We welcome the opportunity to work with you. Please contact the Foundation for Appalachian Ohio at (740)753-1111.  The Foundation works with donors and others to foster access to opportunity for the region's citizens through the power of charitable giving.