Planned Giving

Whether working with a financial advisor or planning on your own…we’re here to help.

Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you as well as a philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.

We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

We have an outstanding reputation for integrity and service to donors. And we’ve developed unique resources for you to use in helping donors craft their charitable giving plans. In addition, El Dorado Community Foundation is proud to have the following individuals serve on our Planned Giving Committee. These professionals have committed to increasing philanthropy in our community.

Chris Reeg, Chair
Dan Staszak, Co-chair

Bill Altavilla
Normadene Carpenter
Susan Covington
Jana Ellerman
Joe Grant
Georgianne Knight
Barbara Leavitt
Silvio Reggiardo

 

Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please contact us for more information.