The Community Foundation of Howard County’s Financial Advisor Program allows you to continue to manage your clients’ assets even as we establish and manage their charitable funds.
By doing so, we can smoothly and easily facilitate donations of complex assets, including real estate, closely-held interests, personal property and life insurance.
Since the Community Foundation of Howard County is a public charity, donations to a client’s fund provide significant tax advantages including:
Immediate eligibility for the maximum tax deduction allowed by law
Reductions in capital gains tax
Receiving a life income stream
For more information please email Beverly White-Seals or call (410) 730-7840.
* Community Foundation of Howard County (CFHoCo) is not engaged in rendering legal, accounting or other professional service. If legal advice or other expertise is required, the services of a competent professional should be sought. The Financial Advisor Program requires financial advisors to adhere to professional and industry standards in managing donor funds. Statements are reconciled monthly between CFHoCo and financial advisors.