Advise Your

Clients

Help your clients achieve their charitable giving goals by working with Adirondack Community Foundation. Alongside your expertise as a professional advisor, we keep a pulse on giving trends and the best ways to structure tax-wise charitable gifts from year-to-year, given changes in legislation and markets – and we have access to a network of experts on even the most complicated gift scenarios.

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Looking for some high-level information?

Support the Work

5 Reasons to Work with Adirondack Community Foundation

1.

Trusted Partners, Local Roots

We are the only community foundation serving the entire Adirondacks, working to benefit all communities across the region.

2.

Giving Made Easy

We’re here to help your clients realize their charitable goals and streamline their giving to the organizations and causes that matter most to them locally and nationally

3.

Philanthropy Specialists

Our staff and board’s local knowledge and connections ensure we stay current on issues and community needs.

4.

Administrative Work, Due Diligence

We work with you and your client to make giving back to local and national organizations easy and handle the back-office work.

5.

Putting Your Clients First

We honor donor intent in perpetuity. Should the unforeseen occur, the foundation can ensure the donor’s original intention is maintained.

Examples

Client Scenarios

These five scenarios illustrate just a few of the ways that we can work together to help your clients give back and leave a legacy for future generations. Contact us for more information, or to discuss other potential situations you’re navigating with your clients.

  1. Your client wants to sell appreciated property but is concerned about capital gains taxes. 
  2. They’d like to give some to a charity but aren’t ready to decide which one(s). 
  3. Your client has accumulated a large IRA, but his children will only receive 20 or 30 cents on the dollar. 
  4. Your client is thinking about how they want to be remembered and support the community that they love.
  5. Your client wants to help a long-time employee (or friend, sibling, or parent) through a life-income gift.

“ACF has helped to advise many of my clients on their local grantmaking. They truly know the pulse on the community and can help clients identify local needs.”

Lynn Magnus

certified financial planner, Long run wealth advisors

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Learn More

Other Helpful Links

Contact

Our Donor Services Team

  • CJ Dates, Vice President of Philanthropy

    Au Sable Forks, NY

  • Matt Donahue, Director of Philanthropy and Planned Giving

    Keene, NY

  • Nikki Hilchey, Philanthropy Operations Officer

    Keeseville, NY

  • Tatyana Reinboldt, Donor Stewardship and Engagement Officer

    Vermontville, NY

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