You’ve helped them build their business, provide for their family and grow their assets. They rely on

you for advice. They want you to offer options and suggest solutions, including times when charitable

giving may be right.

You have your client’s best interests at heart. So do we.

You are Your Client’s Trusted Advisor

We Make Giving Simple

office 561.659.6800 fax 561.832.6542

700 S. Dixie Highway, Suite 200

West Palm Beach, FL 33401

web yourcommunityfoundation.org

FB / IG / Twitter @cfpbmc

COMMUNITYFOUNDATIONfor Palm Beach and Martin Counties

Your PhilanthropyOur CommunityBetter Together

Abby Axelrod-WundermanDirector of Charitable Giving

561.340.4512aaxelrod-wunderman@cfpbmc.org

DONOR ADVISED FUNDSFlexible and convenient, allowing donors to support multiple causes, any time they choose. They are simple, powerful and a highly personal way to give.

FAMILY FOUNDATION FUNDSProvide multi-generational options for your family’s giving without the administrative responsibility of a private foundation.

DESIGNATED FUNDSBenefit a single nonprofit organization of the donor’s choice, ensuring a steady annual stream of support.

LEGACY FUNDS Allows donors to establish a plan for gifts after their lifetime, knowing that the causes they care about will be supported for generations.

Our Mission

Together with our donors, serve as the leading catalyst for building vibrant

communities through meaningful philanthropy.

We work with donors who want to make an impact We specialize in the strategic donor who doesn’t want the administrative responsibility of their own foundation. The impact-minded donor who doesn’t think a check to theirfavorite charity is quite enough. The future-thinking donor who wants to teach the value of philanthropy to their heirs.

We Are DifferentOur mission is to help people with meaningful philanthropy. We offer straightforward, flexible solutions when “taxable moments” happen in your clients’ lives or when charitable conversations arise.

We Are ProvenOur donors and their advisors know that we have the tools to grow charitable giving on a large scale, maximizing impact in the community.

We Are Flexible Whether your clients are looking to lighten their tax burden, invest in a charity, shift financial resources during retirement or create a legacy of giving, we are here to make it simple and tailored to your clients’ needs.

We Are The Best At What We DoDriven by our motto “better together,” we have worked hard to build a reputation of trust, leadership and neutrality. We excel in our grantmaking, our stewardship and our ability to convene discussions that help make the greatest impact.

We Are CustomizedWe allow your clients to invest their Community Foundation charitable fund through our Individually Managed Accounts program or through pooled investment portfolios.

Name:

Company Name:

Address:

City:

State: Zip:

Preferred Email:

Preferred Phone:

What topics would be of interest to you?

Who we are and how we can strengthen your client relationships

Individually Managed Investment Accounts (customized investments)

Community Foundation charitable funds and services

Creating life income while supporting charity

Family philanthropy

How to have charitable conversations with clients

Simplifying charitable giving in estate plans

Utilizing noncash assets as smart charitable gifts

Would you be interested to learn more about how we can work together to fulfill your clients’ charitable goals?

Yes, please contact me right away.

Yes, please contact me in ________ month/s.

I have a client I would like to introduce to the Community Foundation.

I am interested in requesting the Community Foundation as a speaker at my firm, a professional group or community organization.

THANK YOU!

A client may come to you for advice about a life event. The event may already have happened or be on the horizon. Either way, it’s likely there are tax implications.

We Can Work Together

Your client decides to defer charitable giving

Your client decides to be charitable now

You assess your client’s situation and suggest charitable giving to mitigate taxes

For additional information, please visit our website at yourcommunityfoundation.org

Connect With UsPlease fill out this form, tear-off and return to the Community Foundation by mailing it to the address below or by email to kinman@cfpbmc.org.

Mail to: 700 S. Dixie Highway, Suite 200 West Palm Beach, FL 33401

Phone: 561.659.6800 Fax: 561.832.6542