Advisors

Working with Us

If you work with philanthropic families or companies, we can help you understand and assess tax-saving options to make the most of your clients’ charitable giving, while at the same time maximizing your business with your clients.

In addition, you will be connecting your clients with a most trusted leader in the philanthropic field, the Northern Piedmont Community Foundation. The Community Foundation is recognized for its ability to handle challenging charitable transactions and for its in-depth knowledge of charitable giving. Instantly, you and your client will have access to a staff of professionals who will make sure each charitable investment provides the greatest emotional, civic and financial benefit possible.

Maximize Your Clients’ Giving

The Northern Piedmont Community Foundation is a public charity, so your clients will receive the maximum tax deduction allowed by law, avoid capital gains tax and may be eligible to receive a lifetime income stream. We look at each donation individually and create giving plans that maximize gifts to the community and provide bottom-line benefits to the donor.

The Northern Piedmont Community Foundation is not engaged in rendering legal, accounting or other professional service. If legal advice or other expertise is required, the services of a competent professional should be sought.