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Professional Advisors

Professional advisors frequently recommend the Washington County Community Foundation to their clients. In fact, we have helped many local donors and their professional advisors find tax-friendly solutions while accomplishing personal philanthropic goals.

Benefits the Washington County Community Foundation offers:

  • Your clients receive a full tax deduction for their original and any subsequent gifts, which are invested in a tax-free environment and then used for charitable purposes.
  • The grouping of assets under the administrative umbrella of a community foundation creates significant investment management economies of scale.
  • There are no taxes due and no minimum payout requirements.
  • The process for creating a named fund is simple and can be accomplished within a day.
  • All funds within the Washington County Community Foundation are covered under a single, and simplified, 990 form and a single audit.
  • Our assets are professionally managed, including investment products that may be unavailable to the individual donor. The end result is more money available to support favored charities.

If you have a client who is interested in estate planning and would like to reach certain philanthropic goals, please consider the Washington County Community Foundation as a resource. Please contact the WCCF at (724) 222-6330 or for more information.