Professional Advisors

Value of Partnership with CFSJ

For Clients Who Want To Leave A Philanthropic Legacy

You help your clients achieve many goals. Retiring on their terms. Paying for higher education. Ensuring their loved ones are cared for. Helping them build and leave a proud legacy of caring, generosity.

Add the Community Foundation of South Jersey to your client services toolbox. 

CFSJ supports advisors with resources to help clients make a difference with the causes they care about. With our help, your client’s legacy can live forever. CFSJ will make sure their donations continue to go to their favorite organizations or target their cherished causes.

CFSJ will be your partner in achieving client charitable goals.

Community foundations and professional advisors, such as attorneys, financial planners, and accountants, often form valuable partnerships. Here’s why:

Shared Client Goals:

  • Both CFSJ and professional advisors aim to serve their clients’ best interests. For advisors, this includes helping clients achieve their financial and estate planning goals, which often includes charitable giving.
  • CFSJ specializes in facilitating charitable giving, and is a valuable resource for advisors looking to help their clients with their philanthropic intentions.

Expertise and Resources:

  • CFSJ staff possess deep knowledge of community needs and nonprofit organizations. The CFSJ team can provide valuable insights to advisors and clients on where charitable donations can make the most significant impact.
  • CFSJ staff have expertise in various charitable giving vehicles and giving many types of assets, which can provide tax advantages and flexibility for clients.

Enhanced Client Relationships:

  • By partnering with CFSJ, advisors can offer their clients a broader range of services and demonstrate their commitment to their clients’ philanthropic goals.
  • This can strengthen client relationships and build trust.

Facilitating Complex Giving:

  • CFSJ is equipped to handle complex gifts, such as non-cash assets, which may be challenging for individuals to donate directly to charities.
  • The Community Foundation can also help with legacy planning, ensuring that clients’ charitable wishes are fulfilled for generations to come.

Community Knowledge:

  • CFSJ has a deep understanding of the local community, it’s needs, and the nonprofits that serve those needs. This local knowledge is very valuable to advisors and their clients.

Community Foundation of South Jersey and professional advisors work together to provide comprehensive and effective charitable giving solutions for generous clients and neighbors in South Jersey.