Helping Clients Reach Their Charitable Goals
Helping Clients Reach Their Charitable Goals
If charitable giving is important to your clients, The Stateline Community Foundation can work with you to help them achieve their goals. For nearly 40 years, we have partnered with professional advisors like you to serve your charitable clients.
We help you understand and assess tax-saving options to make the most of your client’s charitable giving. Plus, you will connect your clients with a trusted leader in the Stateline’s philanthropic field.
Local Expertise
We understand the Stateline Area because we live here! That’s why we can help you advise your clients on local causes to ensure their philanthropic efforts meet local needs.
Knowledge of Giving
We understand the ins and outs of giving. We’re able to handle a diverse set of fund structures and complex assets, so we can help your client give back in whatever way they choose.
Matching Clients with Causes
Every donor has a different passion. We can help you find the right cause that creates purpose from their passion. That way, your clients can see and feel the impact of their giving.
Partner Relationship
We don’t just point you in the right direction. We provide support and guidance through every step of the process, giving you a resource for all your clients’ needs.
Flexibility
We are equipped to accept a wide variety of asset types, from securities and personal property, to life insurance policies and more which allows us to accommodate the most complex giving plans.
Want to Know More?
To learn more about how we can partner, contact Tara Tinder at tara@statelinecf.com or call 608.362.4228.
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