Assess giving options

Discover Placer Community Foundation resources

Placer Community Foundation provides as much or as little support as you need to assess giving options and tailor a solution to your client's personal motivations, interests and preferences. We offer a variety of giving strategies to fit any client's financial situation and tax status, including charitable remainder trusts. And, we can serve as trustee. We can also accept complex gifts of real estate or appreciated stock.

We offer professional advisors all of the complimentary resources listed below.

• Comparing Four Approaches to Giving (441 KB)

  Direct gift, Donor Advised Fund, Supporting Organization, Private Foundation

• Optimizing Charitable Gifts for Clients (699 KB)

  Helping donors find the perfect fit
• GiftLaw®: An online gift planning resource allows attorneys, accountants, and other professional advisors to assess charitable gift planning strategies. This free resource includes overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations. Subscribe to our weekly newsletter.
• Gift calculator: A free planned giving calculator, helps you determine the right gift amount for your clients. The calculator offers different estate-planning options such as: charitable trusts, charitable unitrusts, pooled income funds, and gift annuities. It also calculates savings on estate taxes and financial benefits.
• Bequest language: Sample bequest language is available. Please note: Placer Community Foundation does not provide tax or legal advice. We encourage potential donors to consult their attorney or tax advisor before entering into a planned gift.

Trust illustrations and scenarios

We are happy to draft planning scenarios for you if a client is interested in a charitable trust. Many clients seek giving opportunities that provide capital gains savings, an income tax deduction and a lifetime income for the donor, donor's spouse or another individual. We can project tax deductions, savings and cash flows.

Contact us for custom support and to share your ideas. We'll help you find a solution that’s good for your client, your business and your community.

Informational presentations and handouts

We will deliver to you, your firm, or your clients. Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Do you belong to a club or membership organization that would like to learn more about opportunities to give back to community?

Contact us for a presentation on any of these topics:

• Charitable giving options
• Community needs and issues
• Our grant making priorities and impact
• Planned giving
• Charitable giving benefits