To help you with issues related to charitable giving, MCF does the following, for which there is never any fee or obligation:

• consults with you, your clients, and your colleagues on ways the Foundation can help meet the financial and charitable goals of your clients.
  
  
• provides printed material on giving through MCF, including information on a variety of fund types, sample documents, and giving strategies.
  
  
• offers strategies for discussing charitable giving with your clients.
  
  
• publishes an e-newsletter with timely information on giving vehicles, tax updates, and other issues of importance to you and your clients. Subscribe now.
  
  
• 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.
  
  
• estimates the tax and other financial benefits associated with a proposed trust. We can also provide sample documents for various planned giving vehicles. These services are available at no charge whether or not MCF will be the trustee.
  
  
• handles the transfer of appreciated securities and life insurance.
  
  
• advises about strategies to address the income tax implications of IRAs and other tax-deferred retirement plan assets.
  
  
• offers free access to the Planned Giving Design Center’s website, www.pgdc.com. Designed especially for professional advisors, it offers information about planned giving techniques and gift assets and related changes in the law, and can help you design plans that will accomplish your clients' financial, estate, and philanthropic planning objectives.

Let us know how we can help.  Or contact Aviva Shiff Boedecker, director of gift planning, at 415.464.2516 or by email.