Professional Advisors

Mark Your Calendars...

Our next Professional Advisor Breakfast Discussion takes place Friday, May 7, 2010 from 7:30am - 9:30am in Chaska. Please RSVP to Bob Golberg.

To schedule a meeting or discuss charitable giving options, please contact our Planned Giving Specialist, Bob Golberg at (952) 486-1127 (cell) or by email at bgolberg@carvercountyfoundation.org.

To add your name to our growing list of Professional Advisors serving clients of Carver County, please send your contact information to info@carvercountyfoundation.org.

Fee Schedule

Stories to Share with Your Clients:

• Five Reasons

• Ten Questions

• Will Bequest Story

• Life Income Gift Story

• Life Insurance Gift Story

• Real Estate Gift Story

• IRA Gift Story

• Income to Son Story

• Relative Disinheritance Story

• Income to Children Story

• Named Endowment Account Story

• Memorial to a Daughter Story

• Selling a Business Story

• What Will You Leave Behind

• Doodle A Will

• Four Things Your Will Reveals

Request the following Free Planning Brochures to Share with Your Clients: 

• Your Guide to Making a Will

• Your Guide to a Better Will

• Your Guide to Distributing Your Estate

• Your Guide to Effective Bequests

• Your Guide to Gifts of Life Insurance

• Your Guide to Gifts of Retirement Assets

• The Charitable Gift Annuity - A Simple Gift that Benefits You Too

• Your Guide to Memorials and Endowments

• Your Guide to Gifts of Securities

• Your Guide to Gifts of Real Estate

As an educational service to Professional Advisors, The Community Foundation for Carver County will provide the following resources for your clients:

• Printed materials describing charitable giving options

• Computer generated gift plans showing tax benefits

• A meeting with you and your clients to discuss charitable giving options

• Three breakfast discussion seminars each year for you to learn how charitable alternatives will fit your client's estate plans:

  • 2010 Schedule:

  • Friday, May 7th - Chaska Community Center

  • Friday, August 6th - Chanhassen Recreation Center

  • Friday, October 29th - Waconia City Hall, Maple Conference Room

Help Your Clients Leave a Legacy

How can you help your clients explore charitable estate gifts that leave the right legacy?  To help determine that answer, ask your clients these 10 Questions.

Professional Advisor Council

The Foundation wishes to thank those professional advisors who helped one or more clients plan the gift portion of their estate through the Foundation's permanent endowment funds.  To see if The Community Foundation for Carver County might be a good fit for your client or to add your name to our Professional Advisor Council, please contact Bob Golberg.

Legacy Society

A gift club has been established by the Foundation to honor and recognize persons who give an estate gift (either outright or deferred), to establish a permanent (endowment) fund.  Legacy Society members names will appear in the Foundation's Annual Report unless the donor requests anonymity.