To help with issues related to charitable giving, MCF does the following:
- Strategizes and consults with you, your clients, and your colleagues on ways MCF can help meet people's financial and charitable goals, both during their lifetimes and as part of their estate planning.
- Provides information on giving through MCF, including documents on a variety of fund types, sample documents, and giving strategies. You may wish to share these with your clients.
- Handles the transfer of appreciated securities and life insurance.
- Accepts donations of complex charitable assets, such as real estate, art, private C- and S-Corp stock, restricted stock, limited partnership interests, and other privately held assets.
- Advises about strategies that address the income tax implications of IRAs and other tax-deferred retirement plan assets.
- Serves as trustee of charitable remainder trusts and charitable lead trusts. We can also help individuals considering these vehicles to arrange for other trust administration services if they prefer to self-trustee or use a private trustee, such as a bank or trust company.
In Advisor Resources, you'll find links to articles and documents most frequently requested by advisors, including information on our highly competitive fees.
MCF Advisor Connect
This e-newsletter is for professional advisors and provides updates on legislation and regulations affecting charitable giving, philanthropic solutions for your clients, and more. Sign up and/or read articles from past issues of Advisor Connect.
Compare Charitable Options
There are many charitable options available to your clients. Find out more about the advantages of MCF's funds.