The Racine Community Foundation manages 333 charitable funds and 49 organization endowments totaling $57,213,904 as of December 31, 2016.
If a client responds to one of these questions by saying, "I want to leave everything to my family," or "I don't think I have enough money to create a legacy," consider responding with:
Professional advisors play a vital role in helping clients understand how choosing the Racine Community Foundation as their charitable giving home is the first step toward creating a meaningful and lasting legacy. As one former RCF Board member and financial advisor described it, "RCF is a 'public utility' - an incredible tool for estate planners who want to offer valuable options for charitable giving."
Talking about the value that RCF brings to the community is a favorite subject of RCF's Executive Director, welcoming every opportunity to talk about RCF's mission, operation and countless success stories over the last three-plus decades - whether that conversation is one-on-one, or through a presentation to your group or organization.
RCF's Executive Director knows that starting the charitable giving conversation with your clients can sometimes be challenging. She also knows that each client is different and that there is no cookie-cutter approach. To help you navigate the charitable giving conversation, here are some questions that can help you start the conversation with your client: