How We Can Help

“Our firm has been connected with MCF since the Foundation started.
I have found MCF especially creative, flexible, and instrumental to our mutual client’s philanthropic wishes and tax planning opportunities. The team members at MCF are responsive and professional
and I would highly recommend their services to others.”

Lisa Bristow, Principal, CS&L CPAs

“MCF provides a streamlined approach for charitable giving that’s difficult, if not impossible, for donors to duplicate when seeking to leave a charitable legacy. From a Manatee County standpoint, MCF brings an invaluable tool to our estate planning community.”

— Joseph Najmy, P.A., Najmy Thompson Attorneys at Law

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Talking to your clients about philanthropy can be an important conversation for professional advisors. Manatee Community Foundation acts as a philanthropic partner to enhance your client’s knowledge about charitable giving vehicles, legacy planning, effective nonprofits, and smart giving.

We work together with professional advisors, partnering with you so that you stay in control of your client relationships, providing support, information, and expertise on charitable giving. Your clients will appreciate the charitable impact and tax advantages you help them achieve.

A few ways we can help include:

  • Developing meaningful charitable legacy and estate planning strategies
  • Working with families on generational giving
  • Minimizing the impact of taxes with new income or wealth
  • Bridging charitable passions of clients with knowledge of local organizations

For more information or to schedule a meeting, contact Susan Atherton at (941) 556-5446.