We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Whether you’re an accountant, attorney, financial planner, or investment manager, your clients rely on you for all kinds of financial, legal, tax, and investment advice.

The Outer Banks Community Foundation can help. We are your one-stop shop for local, planned philanthropy. The Community Foundation manages over $20 million across 200 diverse charitable funds, providing tailored, flexible services to help donors support the charities and causes that inspire them.

Whether your client wishes to give during his or her lifetime or by bequest, for general charitable purposes or for a specific nonprofit or cause, we are here to help you.

We serve as a partner to lawyers, financial advisors, CPAs, and other professionals, providing you with whatever local, specialized resources, tools, and expertise you need. You can retain complete control of your client relationships, while we act as a resource and partner to assist you in helping your clients identify and achieve their charitable goals.

By the way, if you are an investment manager, and your client is considering a major gift, the asset does not have to to leave your management to be donated to the Community Foundation. If certain conditions apply, we do allow donors to recommend investment managers for some major gifts. Please contact us for details.

Take a look at some of the introductory literature below on strategic philanthropy and the services we offer. Most of this information is in PDF format, ready to print and share with your clients.

Or, simply give us a call (252-261-8839) and let us know how we can help.

RESOURCES FOR ADVISORS

Washington News
Case of the Week
Private Letter Ruling
Article of the Month

Client Scenarios

How to Create a Fund (webpage) and Benefits of Establishing a Fund (webpage)

Types of Funds: Overview (webpage, PDF file)
(Designated Funds, Donor-Advised Funds, Field of Interest Funds, Scholarship Funds, Unrestricted Funds)

Comparing Private Foundations with Donor-Advised Funds (PDF file)

What is “Endowment”? (PDF file)

What to Give and Ways to Give: Overview (webpage, PDF file)
(Bequests, Trusts, Beneficiary Designations, Insurance, Real Estate)
• Sample Bequest Language for Gifts to the Community Foundation (webpage)

Joining the David Stick Legacy Society