Solutions for Your Clients

Helping your clients establish their philanthropic legacies

From choosing the type of fund that best suits your clients' charitable intentions, to choosing acceptable gifts, to finding answers for the many questions that arise in the course of their philanthropic journeys, the Foundation is here to help. 

In addition to the information provided below and in our Charitable Planning Resources, the Foundation staff is always happy to provide guidance to you and your clients. Please reach out to Shirlee Tully, (916) 921-7723.

To pass along the value of philanthropy to their children, the Stones chose to open a Legacy Fund and named it as the beneficiary of their retirement account.

We offer a variety of funds for individuals, families, businesses and community organizations. Help your clients choose the fund that best accomplishes their goals for giving. 

See a complete list of our fund types

Types of Funds

For a complete listing of our Fund Types, please visit our Types of Funds page in the Donors section of our website.

Find the fund that meets your clients' goals


Acceptable Gifts

With your help, your clients can decide if they want to give current assets to open or grow their fund at the Foundation, give in the future through their estate plan - or both.

Giving Now

  • Cash Gifts: Donors can give by check, money order or cash
  • Non-cash Gifts: Gifts of appreciated assets may allow clients to make a substantial contribution while receiving valuable tax advantages. Generally, a donor may deduct the fair market value of the gift and the capital gain from the donated asset passes tax free to their fund at the Foundation. While we readily accept publicly traded securities, other gifts, such as real estate, closely held stock, IRA assets, partnership interests and some tangible personal property, may also be accepted based on review by our board.

Download a Stock Transfer Form

Giving Later

  • When clients include a gift to their fund at the Foundation in their estate plans, they make a charitable gift, enjoy tax benefits, and preserve economic security for themselves and their families. We can work with you to help your client find a charitable estate vehicle that meets his or her unique situation.

Common Giving Scenarios

Year-End Tax Planning

Scenario: Your client just earned a large bonus and wants to give a portion back to the community, but doesn't have time to decide on the most deserving charities.

Solution: Recommend establishing a Donor Advised Fund through the Sacramento Region Community Foundation for an immediate income tax deduction and the ability to stay involved in recommending uses for the gift for years to come.

Estate Planning

Scenario: Estate planning identifies significant taxes going to the IRS, but your client wants to direct dollars for local benefit.

Solution: The Foundation can work with you and your client to reduce the taxable estate through a charitable bequest or other planned gift. Your client’s gift will create a legacy of caring in the community that stays true to the charitable intent forever.

The suggested bequest language is very simple:

“I, [Name], of [City, State, Zip Code], give [Particular Asset; Fixed Dollar Amount; Percentage of the Estate; or Description of Property] to [Your Fund Name] at the Sacramento Region Community Foundation.”

The Foundation's Tax ID is 94-2891517.

Retirement

Scenario: Your client is concerned about running out of money during their lifetime but has always been charitable.

Solution: Recommend establishing a life income gift (such as a charitable remainder trust) at the Foundation that pays income potentially for life. Upon your client’s death, the gift can be distributed by the Foundation in accordance with their charitable interests.

Private Foundation

Scenario: Your client is thinking about establishing a private foundation but is looking for a more cost-efficient, simpler way to conduct their charitable giving.

Solution: The Foundation can help you and your client analyze the pros and cons of creating a Donor Advised Fund versus a private foundation. Creating a Donor Advised Fund allows your client to earn returns on their investment, make grants in the community and receive income tax deductions without having to deal with the legal and administrative burdens of a private foundation.

Highly Appreciated Stock

Scenario: Your client has appreciated stock and wants to use a portion of the gains for charitable giving, but the identified charities are too small to accept direct stock gifts.

Solution: Suggest establishing a fund at the Foundation with a gift of appreciated stock. Your client receives a tax deduction on the full market value, while avoiding the capital gains tax that would otherwise arise from sale of the stock. Your client can even be involved in recommending uses for the gift, including the organizations that he/she cares about most.

Download our Stock Transfer Form

IRA/401(k) Assets

Scenario: Your client wants to leave his/her estate to community and family and has substantial assets in retirement accounts.

Solution: The Foundation can help you and your client evaluate the most beneficial asset distribution to minimize taxes, giving more to his/her heirs and preserving charitable intent.


Contact Us

These are just a few of the ways the Foundation can provide solutions for your clients. Foundation staff is always available to discuss your client’s specific needs. Please contact Shirlee Tully, Chief Marketing & Development Officer, shirlee@sacregcf.org or (916) 921-7723.

Shirlee Tully,
Cheif Marketing & Development Officer