Professional Advisors

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How Do We Partner With Advisors?

With more than $70 million in philanthropic assets under management, The Community Foundation of the Dan River Region has a long history of partnering with financial, legal and other advisors to achieve their clients’ charitable goals. Along with providing additional support to your work, The Foundation can provide philanthropic tools and guidance. We understand the relationships you have built with your clients, and our staff works alongside you to maintain a high level of customized service.

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Why Work With Us?

How Do Your Clients Benefit?

Your client benefits in a couple of different ways:

Tax Deduction

Gifts of appreciated securities and other long term capital gain property to The Foundation are generally eligible for a full fair market-value deduction for income and gift tax purposes.
Greater Impact

As any non-cash assets are sold by The Foundation, they generally do not generate capital gains taxes. As a result, your clients have more resources to give to the charity of their choice.
Continued Support

The staff and board of directors at The Foundation handles compliance with IRS rules with due diligence and arranges for the sale of non-cash assets, freeing you and your clients from any administrative and legal burdens. We realize these transactions can take place at any time, day or night, and we are here to provide support at any time and at any level of difficulty. In the case of all assets that are not cash or marketable securities, your client will need to provide a Form 8283 (non-cash charitable contributions report) for execution by The Foundation. Generally, your client is responsible for gift appraisal.

How Can You Get Started?

Contact our Executive Director Dan Hayes at dan@cfdrr.org or call 434.793.0884 to discuss the assets you would like to transfer.

Note: The Community Foundation and its staff do not provide legal, tax or financial advice. Donors should seek their own legal, tax and financial advice.

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Professional Advisors Resources

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How Do We Partner With Advisors?

Why Work With Us?

How Do Your Clients Benefit?

Tax Deduction

Greater Impact

Continued Support

How Can You Get Started?

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