Whether your clients are planning for their estates, selling a business or stock options, or managing an inheritance, you can help them achieve their charitable and financial goals by working with the Long Island Community Foundation. With expertise in planned giving, donor service, and grantmaking, we can work with you to tailor a charitable fund to meet your clients' needs now or through their wills or deferred giving arrangements.
Your clients rely on you to give them the best advice on charitable giving. Your can depend on us to support you every step of the way.
You get a cost-free resource. For more than 85 years, our parent organization, The New York Community Trust (NYCT) has worked with lawyers and financial advisors to help clients with their charitable planning.
You control the client relationship. We're here to help extend the range of services you offer to your clients.
You get demonstrated expertise. Our legal, donor service, and grantmaking professionals are nationally recognized in their fields.
We take care of the asset transfers, make grants, handle all the record keeping and reporting, and provide your client with quarterly statements and acknowledgements of gifts and grants.