CFWNC Professional Advisor Brochure 2022

PROFESSIONAL ADVISORS

4 Vanderbilt Park Drive Suite 300 Asheville, NC 28803 828-254-4960 cfwnc.org Laura Herndon Vice President, Development 828-367-9900 herndon@cfwnc.org

When the needs of your clients include charitable giving, The Community Foundation of Western North Carolina can provide support as you advise them in estate planning, selling a business, managing an inheritance and more. Our experienced professionals offer flexible, effective and convenient ways to make charitable giving easy and rewarding.

We place great value on getting to know advisors and donors and creating customized approaches to giving.

Becky Davis Senior Development Officer 828-367-9905 bdavis@cfwnc.org

Philanthropy is our only business.

Cover photo, Travis Bordley Portraits, Michael Oppenheim

For Advisors Dan Akers, Jr., Altavista Wealth Management

My relationship with CFWNC comes down to trust. My clients count on me, and I refer them to CFWNC because I know that they’ll be treated with respect, professionalism and kindness, whether they want to discuss a modest bequest or a significant legacy.

For Clients

Partnership - Consider us part of your team as you manage the relationship with your client. We work with you in ways you choose as we develop personalized solutions, confidentially and without a fee.

Networking and education - An annual professional seminar with continuing education credit, informal learning opportunities, and an e-newsletter for advisors keep you informed and connected.

Personalized Plan - We start by listening to learn about your clients’ needs, interests and philanthropic goals. In partnership with you, we develop a customized charitable plan based on those conversations.

Expertise - Clients expect to discuss giving options with their trusted advisors, and we can extend the range of services you offer. Our knowledge and experience encompasses all aspects of charitable giving, including complex gifts, vehicles for giving, and the impact on tax planning and retirement.

Focus - We are local.

Philanthropy is our only business.

Our goal is to help your clients give in ways that work best for them, their family, their assets and their legacy.

Flexibility and Efficiency - A fund structured to achieve current and future goals enables donors to support and enjoy the full range of their charitable interests. It is simple to establish a fund, and online access makes it easy to recommend grants and assess giving over time. We handle administrative tasks, including IRS reporting and grant due diligence and research.

Tax Deductions - Because CFWNC is a public charity, donors receive maximum tax advantages under state and federal law.

April Burt, Burt Langley, PC I like to support local entities and find that many of my clients want to stay local as well. I have found CFWNC staff to be responsive and resourceful. It is important for me to keep estate planning as cost-effective as possible. Often clients find that their views on charitable causes change over time. Connecting them with CFWNC to set up funds that can be altered without the need to change their will or trust is helpful. They appreciate that flexibility.

Stewardship - Funds grow through diversified investments; stewardship is ensured by the oversight of CFWNC’s Investment Committee. In some cases, existing investment advisors may continue to manage charitable assets.

Donor Relations - Your clients will be treated respectfully. They will be welcomed and supported by our team of professionals who are responsive to questions and needs. Our team is dedicated to supporting long-term relationships with fundholders.

Regional Expertise - Our knowledge is grounded in decades of experience in WNC. Some donors choose to partner with CFWNC on grantmaking for greater philanthropic impact.

There are many options for charitable giving. We offer a unique opportunity for donors who want a personalized approach. Contact us to learn more about the benefits of partnering with CFWNC.

Bob and Kim Reynolds, Fundholders We were interested in local charitable giving and organizations impacting our community. We were directed to CFWNC by our financial advisor. A donor advised fund allowed us to make a significant initial contribution, at a time that was advantageous to us, that we have used to assist multiple local nonprofits over a long period of time.

For Advisors Dan Akers, Jr., Altavista Wealth Management

My relationship with CFWNC comes down to trust. My clients count on me, and I refer them to CFWNC because I know that they’ll be treated with respect, professionalism and kindness, whether they want to discuss a modest bequest or a significant legacy.

For Clients

Partnership - Consider us part of your team as you manage the relationship with your client. We work with you in ways you choose as we develop personalized solutions, confidentially and without a fee.

Networking and education - An annual professional seminar with continuing education credit, informal learning opportunities, and an e-newsletter for advisors keep you informed and connected.

Personalized Plan - We start by listening to learn about your clients’ needs, interests and philanthropic goals. In partnership with you, we develop a customized charitable plan based on those conversations.

Expertise - Clients expect to discuss giving options with their trusted advisors, and we can extend the range of services you offer. Our knowledge and experience encompasses all aspects of charitable giving, including complex gifts, vehicles for giving, and the impact on tax planning and retirement.

Focus - We are local.

Philanthropy is our only business.

Our goal is to help your clients give in ways that work best for them, their family, their assets and their legacy.

Flexibility and Efficiency - A fund structured to achieve current and future goals enables donors to support and enjoy the full range of their charitable interests. It is simple to establish a fund, and online access makes it easy to recommend grants and assess giving over time. We handle administrative tasks, including IRS reporting and grant due diligence and research.

Tax Deductions - Because CFWNC is a public charity, donors receive maximum tax advantages under state and federal law.

April Burt, Burt Langley, PC I like to support local entities and find that many of my clients want to stay local as well. I have found CFWNC staff to be responsive and resourceful. It is important for me to keep estate planning as cost-effective as possible. Often clients find that their views on charitable causes change over time. Connecting them with CFWNC to set up funds that can be altered without the need to change their will or trust is helpful. They appreciate that flexibility.

Stewardship - Funds grow through diversified investments; stewardship is ensured by the oversight of CFWNC’s Investment Committee. In some cases, existing investment advisors may continue to manage charitable assets.

Donor Relations - Your clients will be treated respectfully. They will be welcomed and supported by our team of professionals who are responsive to questions and needs. Our team is dedicated to supporting long-term relationships with fundholders.

Regional Expertise - Our knowledge is grounded in decades of experience in WNC. Some donors choose to partner with CFWNC on grantmaking for greater philanthropic impact.

There are many options for charitable giving. We offer a unique opportunity for donors who want a personalized approach. Contact us to learn more about the benefits of partnering with CFWNC.

Bob and Kim Reynolds, Fundholders We were interested in local charitable giving and organizations impacting our community. We were directed to CFWNC by our financial advisor. A donor advised fund allowed us to make a significant initial contribution, at a time that was advantageous to us, that we have used to assist multiple local nonprofits over a long period of time.

PROFESSIONAL ADVISORS

4 Vanderbilt Park Drive Suite 300 Asheville, NC 28803 828-254-4960 cfwnc.org Laura Herndon Vice President, Development 828-367-9900 herndon@cfwnc.org

When the needs of your clients include charitable giving, The Community Foundation of Western North Carolina can provide support as you advise them in estate planning, selling a business, managing an inheritance and more. Our experienced professionals offer flexible, effective and convenient ways to make charitable giving easy and rewarding.

We place great value on getting to know advisors and donors and creating customized approaches to giving.

Becky Davis Senior Development Officer 828-367-9905 bdavis@cfwnc.org

Philanthropy is our only business.

Cover photo, Travis Bordley Portraits, Michael Oppenheim