With over 30 years of philanthropic experience, the TCFHR team works alongside advisors to complement your services and help your clients build a personalized charitable giving plan that aligns with their personal values. We accept a variety of diversified assets, helping each of your clients maximize tax benefits and their community impact.
We collaborate with financial advisors and wealth managers to help their clients find ways to donate money, securities, property, and more complex gifts.
We’re a resource for lawyers specializing in estate planning and elder law who are helping their clients manage estate plans and legacies by providing structured charitable giving options.
We partner with CPAs and accountants to help facilitate tax-effective donations to our endowments or nonprofits that complement the values and passions of their clients.
How do I know if giving through TCFHR is right for my clients?
Working with us can be the right choice for clients who:
How do you work with advisors?
When the topic of charitable giving arises, we want to be your first call. We are committed to helping you build, maintain, and deepen your connections with your clients as their advisors for wealth management, accounting, and estate planning.
Our goal is to help your clients make a difference. Our job is to listen to your clients’ philanthropic dreams. And if they are not sure where to start, we can help. Nonprofit education is part of what we do. Staff are well-versed in the work of local organizations and many regional or national organizations. The advisor is welcome to be involved in the meetings with staff and the client. Ultimately, our goal is to create a plan that meets your client’s needs and goals.
Is there a fee for my client to consult with TCFHR?
There is no fee to consult with us.
What kind of assets will TCFHR accept to create a fund?
We can accept the full range of assets including cash, publicly-traded or closely-held securities, retirement assets (QCDs and RMDs), as well as real estate and other complex assets. A fund at TCFHR can also be the beneficiary of individual retirement accounts, bequests, charitable remainder and charitable lead trusts, and insurance policies. Learn more about Giving Options.
What are the tax advantages of working with TCFHR?
Philanthropy conducted through TCFHR meets the high standards of today’s best practices for achieving tax-effective social impact objectives. Your client’s tax situation should be viewed on an individual basis to determine the deductibility allowed for them. A fund at the Community Foundation can be a better alternative than a private foundation.
Some of the tax advantages of working with TCFHR include:
Can my client involve their children in the grant-making process?
Yes, children can be named as successor advisors to a donor-advised fund and continue the family’s tradition of making grants.
What if my clients want a gift or fund to remain anonymous?
We work with many donors who wish to remain anonymous.
Can I manage my client’s funds?
Yes, you may manage funds on behalf of your client.
What is TCFHR’s investment philosophy and management strategy?
Visit our Financials and Reports page for more information on our investments.
Retirement plans and charitable giving: QCDs continue their appeal
You’ve no doubt noticed that Qualified Charitable Distributions (“QCDs”) continue to gain traction as one of the most practical and effective charitable planning tools for clients over age 70 ½. By allowing eligible clients to transfer funds directly from an IRA to a qualified charity without recognizing the distribution as taxable income, QCDs can help […]
Case study: Charitable giving in a down market
As you guide clients through ongoing market uncertainty, you may be noticing that conversations are becoming as much about perspective as performance metrics. While headlines may or may not ultimately signal a prolonged downturn, the mere possibility of a bear market can influence how clients think about everything from retirement timelines to charitable giving. As […]
The Momentum of Generosity: View our FY2025 annual report
‘Last year, TCFHR grew to $97.2 million in assets, with gifts totaling $11.3 million. Through our organization, our donors awarded more than $8.3 million in cumulative grants to mostly local nonprofits. Thirty-four funds were founded just this year. These achievements show continuing momentum. Every grant awarded, every student scholarship, every initiative here is proof that, together, […]