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Professional Advisors

As your philanthropic partner, we are here to help.

Stark Community Foundation has worked closely with tax, legal and financial experts for nearly 60 years to identify the best solutions to fulfill their clients’ financial and charitable needs.

There are many reasons professional advisors have referred their clients to Stark Community Foundation to establish a charitable fund. For some, it is the simplicity and convenience a charitable fund can provide or our staff’s in-depth understanding of our region’s needs and opportunities. While for others, it is about helping their clients create a personal legacy or teach their children and grandchildren about the importance of giving back to their community.

To learn more about how Stark Community Foundation can help you assist your charitable clients, contact either Bridgette Neisel, vice president of advancement, at 330-454-7992 or bneisel@starkcf.org, or Amy Weisbrod, director of donor relations, at 330-454-3426 or aweisbrod@starkcf.org.

12 Ways to Identify a Charitable Client

As a professional advisor, you meet with current and prospective clients daily. During your discussions, here are 12 situations to listen for in which creating a charitable fund through Stark Community Foundation would be a meaningful option to consider.

  1. Your client gives to more than one charity.
  2. Your client is interested in creating a private foundation.
  3. Your client is receiving a bonus at work.
  4. Your client is passionate about a particular community need or nonprofit.
  5. Your client wants to sell some closely-held stocks and highly-appreciated securities.
  6. Your client is worried about the capital gains tax.
  7. Your client is looking to create an estate plan and has no heirs.
  8. Your client has included one or more charities in their will.
  9. Your client is 70 ½ and has an IRA.
  10. Your client is transferring or selling their family business.
  11. Your client wants to leave a legacy in the community.
  12. Your client wants to involve their children and grandchildren in philanthropy.

7 Types of Charitable Funds

Stark Community offers 7 different charitable funds to fit your client’s charitable needs and interests.

  1. Donor Advised Fund (our most popular fund)
  2. Designated Fund
  3. Field of Interest Fund
  4. Scholarship Fund
  5. Community Charitable Fund
  6. Organization Endowment Fund
  7. Supporting Foundation

More details are available in our Your Trusted Partner in Giving brochure.

Ways to Give

There are many ways to create and/or add to a charitable fund at Stark Community Foundation. The Foundation accepts a wide variety of gifts such as:

  • Cash or check
  • Credit card
  • Publicly-traded securities
  • Mutual funds
  • Real estate and personal property
  • Bequests
  • Life insurance
  • Charitable gift annuities

More details are available in our formal Gift Acceptance Policy.

Advisor Toolkit

Visit our Advisor Toolkit to access a growing library of charitable giving resources for professional advisors.

  • Your Trusted Partner in Giving brochure
  • Types of Charitable Funds
  • Donor Advised Fund vs. Private Foundation
  • Sample Donor Advised Fund Agreement
  • Bequest Language
  • Current policies

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Protecting Stark's Future Webinar

Protecting Stark's Future Webinar

Rooted in research, this report outlines why Stark County needs to intentionally work together to coordinate efforts and target resources to reduce child poverty.

Start a Fund

Questions?

Contact us online or call
330 454 3426