3103 Manatee Ave West, Bradenton, FL 34205
Office: 941.747.7765 - Fax: 941.747.7899

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Talking to Your Clients
 »    Wednesday, February 22, 2012
Talking With Your Clients

“How can I recommend charity without recommending a charity?”

Many advisors face a delicate dilemma. They want to discuss charitable giving with their clients, but they need to avoid appearing to encourage their clients to select any specific charity.  

The Manatee Community Foundation is a single, convenient vehicle. You can talk to your clients about giving through the Community Foundation because we are a means to their charitable ends… a single, convenient vehicle for meeting a variety of charitable interests. 

We work through you…You stay in control of your client relationships; we’re here to help.

We partner with you…We provide support, information, and expertise on charitable giving.

We help you build stronger relationships…Your clients will appreciate the charitable impact and tax advantages you help them achieve.

We help you connect across generations…When you help families establish an advised fund with us, you stay involved for generations.

Think of the Manatee Community Foundation as your philanthropy services partner. Our professional staff looks forward to working with you and your clients at a time and place that is most convenient. Let us show you how effectively we can bring our expertise to tax issues and help your clients leave a legacy that is For good. For ever.

For the protection of your clients, the Board of Directors of the Manatee Community Foundation has adopted a Donor Bill of Rights and a Donor Confidentiality Policy. If you have any questions about either of these policies, please call 941.747.7765.

Questions to Ask Your Clients

  • How much money do you want your heirs to have?
  • Do you have dreams of making our world or our community a better place?
  • If you could leave more of your wealth to your family and continue to support the charities you care about most, would you be interested?