Professional Advisors
And Help Your Community
The Foundation works with professional advisors on a regular basis. By partnering with us, you gain access to a valuable informational resource and an experienced support team of specialists who can help your clients achieve their philanthropic goals.
The Foundation can make it easier for your clients to give effectively while receiving significant tax benefits. Whether your client wishes to make an immediate impact, leave a lasting legacy, or deal with a complex tax situation, our professional staff can help you find the best solution. You are also welcome to join us for our Professional Advisory Council Meetings which provide educational training for professional advisors in the nonprofit sector.
FAQs for Professional Advisors
Why should my client establish a named fund at the Foundation?
How is a community foundation different from a private foundation?
How do my clients create a fund?
My client wants to make a gift to a fund or open a fund with stocks/securities. Where can I find that transaction information?
My client wants to make a wire transfer to a fund. Where can I find that transaction information?
My client wants to make an ACH transfer to a fund. Where can I find that transaction information?
Can the Foundation assist clients interested in giving now or through an estate plan?
Download Sample Agreements
Types of Funds
Designated Fund
Allows your client to support the good work of a specific nonprofit organization. Because it’s given through the Spartanburg County Foundation.
Donor Advised Fund
By opening a donor-advised fund, you and your client retain ongoing involvement in the use of their gift by identifying ways to use dollars from your fund to address the issues you care about most.
Field of Interest Fund
Your client can target gifts to benefit the cause most important to them: arts, health services, education, neighborhood revitalizations, youth welfare, and more.
Scholarship Fund
By opening a scholarship fund, your client can invest their gift in the community’s future, all with the guidance and personal services of your community foundation.
Supporting Organization
Provides an excellent alternative to a private foundation. Your client stays involved every step of the way while enjoying the favorable tax treatment of a public charity without all the work.
Agency Endowment Fund
A type of designated fund established by a 501c3 nonprofit organization at a community foundation for the nonprofit’s own benefit. Distributions from the Agency Fund are granted back to the nonprofit that established the fund.
Ways Your Client Can Give Back
Bequest By Will
Including a charitable bequest in your will is a simple way to make a lasting gift to your community.
Charitable Gift Annuity
Arrange a generous gift to your community, while providing yourself a new income source.
Charitable IRA
Transfer up to $100,000 from your individual retirement account to charity this year – tax-free.
Charitable Lead Trust
Helps you build a charitable fund with the Spartanburg County Foundation during the trust’s term.
Charitable Remainder Trust
Allows you to receive income for the rest of your life, knowing that whatever remains will benefit the Foundation.
Gift of Life Insurance IRA
Provides a simple way for you to give a significant gift to the Foundation, with tax benefits.
Gift of Real Estate
Making a charitable gift of real estate can help you turn your property gains into community good.
Gift of Stock
Your gift of stock is reinvested in your community, and it qualifies for an immediate tax deduction.
Roth IRA Conversion
There’s never been a better time to make a meaningful gift to the Spartanburg community.
