Helping Your Clients

Helping You Manage
Your Clients’ Giving

Madison Community Foundation helps you fulfill your clients’ charitable wishes, meet their financial planning goals, and obtain the maximum available tax benefits.

How MCF Helps You

We have dedicated, trusted and experienced professionals, including our own professional advisor, working with donors and their professional advisors. We offer:

  • Charitable gift planning: We’ll create the fund that fulfills your clients’ philanthropic plan be it for present day or future giving  using a variety of gifts.
  • Asset management: Donors’ gifts are pooled, invested, and professionally managed by MCF. The result: lower investment risk and management costs, as well as greater investment diversification.
  • Tax advantages: Being a public charity, Madison Community Foundation offers the maximum tax advantages not offered to private foundations. In essence, more of your clients’ money is put toward philanthropy.
  • Administrative services: Accounting, auditing, financial management, due diligence, grantmaking and evaluation: We take care of all administrative work, allowing your clients to focus on giving.
  • Grantmaking assistance: Your clients can be active grantmakers or leave the work to us. The choice is always theirs.

How MCF Benefits Your Clients

Ease. Peace of mind. Reliability. Specifically, Madison Community Foundation:

  • Accepts a wide variety of cash and non-cash gifts.
  • Is an economical and efficient alternative to a private foundation.
  • Has a team of experts with the tools necessary to manage your clients’ investments wisely.
  • Offers personalized, onsite visits.
  • Possesses 100+ years of accumulated knowledge of the community and needs of the nonprofit sector.
  • Is a permanent community trust, meaning MCF is here forever.

MCF’s approach to philanthropy supports various opportunities to give. This flexibility makes it easy for clients to adjust their planned giving as priorities, interests or finances change. It also allows our clients to engage and educate future generations on the importance of philanthropy.”

– Jennifer A. Hannon, Godfrey & Kahn, S.C.

Giving Options for Your Clients

MCF can assist you and your clients with charitable planning that incorporates their philanthropic goals with their personal financial goals.


More about MCF’s giving options

 

Legacy Options for Your Clients

With planned giving, you can help your client make a gift that will benefit the causes they care about for years to come.


More about MCF’s legacy giving options