Plan With Your Advisor

Emily Matchey with Paul Woita and David Hopkins

Emily Matchey with Paul Woita and David Hopkins

Initiating a discussion with your professional advisor about your philanthropic interests is an important step in financial planning. Professional advisors play an important role in philanthropy when providing complete financial planning and professional advice.

For a host of reasons, professional advisors may assist clients with their charitable giving. For example:

  • Many clients are already in the habit of supporting charity, so incorporating charity into the planning process is a natural reflection of most clients' existing habits and values.
  • For clients with substantial estates, minimizing or eliminating estate taxes is difficult to do without some charitable planning. Regardless of the status of the estate tax, charitable planning offers tax advantages in many other situations, such as the sale of highly appreciated stock, business succession planning, income tax planning, and dispositions of retirement accounts on death.
  • Philanthropy can help resolve many personal issues that are deeply important to clients. And many professional advisors find that assisting clients in this area is personally rewarding as well, because they struggle with the same issues.

The Eau Claire Community Foundation is a public charity. We do not promote just one charitable cause, but many. Our mission is to build and hold a permanent and growing endowment and other charitable funds to provide for the community's changing needs. Through this unique mission, the Foundation can help you achieve goals in ways not available through other organizations.