For professional advisors
We help you give your client a better way to give back.
Since 1983 the Duluth Superior Area Community Foundation has been working collaboratively with tax, legal and financial advisors to help their clients fulfill their charitable goals. We can partner together to support your clients in creating personalized giving plans that will make an impact for generations, maximize tax savings, and eliminate time-consuming administration. As philanthropic experts, we have a deep understanding of the needs of our region. We are here to help your clients navigate the giving climate and vet nonprofit organizations in order to make informed decisions about their giving.
Services we offer include: donor advised funds, serving as the trustee of charitable remainder trusts and lead trusts, handling the transfer of appreciated securities, life insurance and other complicated assets such as real estate, and assisting with will and bequest language.
We would love to learn more about how we can support your work with clients! Please contact us or consult our FAQ section.
