Coastal Community Foundation . . . We Can Help You Help Your Clients
Coastal Community Foundation is your partner in charitable giving. You know your clients. We know philanthropy. Together we can ensure that your clients develop a giving plan that meets their needs.
You know your clients goals.
We can help you help them with their charitable goals today or work with you to leave a legacy through their estate plans.
As a public charity, the Foundation offers maximum federal and state tax benefits. Starting a donor advised fund at a community foundation is significantly less expensive than establishing a private foundation.
Establishing a fund is easy.
Your clients can establish a nonpermanent or permanent fund with current or estate gifts. The Foundation provides the documents for a variety of funds that you can share with clients. Click here for a list of charitable funds.
Your clients can donate a wide variety of assets to establish a fund.
The Foundation accepts cash, appreciated securities, real estate and personal property.
We are local and permanent.
The Foundation has a 33 year history in the area and is overseen by a Board of Directors from North County communities.
We are knowledgeable about our community and local needs.
Our staff and board can help your clients be effective about their giving, whether their interests are in health, the arts, environment, education, social services or other community issues.
Your client may want the benefits of converting their foundation to a donor advised fund at the Foundation.
Contact Sharon Omahen at (760) 942-9245 or Sharon@coastalfoundation.org for more information.