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How We Can Help

Partnering with us adds great value to the services you provide your clients.

Only the Best

The OCF is ready to support your work with clients.

Your clients trust you to help them manage their assets. They turn to you for expertise on how to make the most of their hard-earned dollars. For your clients who are charitable minded the
Otsego Community Foundation provides connection to what matters most.

We offer a range of giving options, can accept complicated assets and deep community knowledge. We are positioned to ensure that every gift your client makes is personal, meaningful and fulfilling.

 

Below are articles designed for professional advisors like you to inform you of charitable topics that may be of interest to your clients hoping to do Good .  If you ever want more information on any of the topics featured or any thing related to charity please contact us.  We are also available to meet with you and a client to discuss charitable choices in more detail. 

Special opportunity for a higher charitable deduction

Don’t miss out on the opportunity to inform your clients about a special provision in the Taxpayer Certainty and Disaster Tax Relief Act…

So long, stretch IRA

Among the changes enacted by the SECURE Act, which became law on December 20, 2019, is a provision eliminating the so-called stretch IRA…

Charitable planning is a must prior to sale of a business

A new decade frequently inspires closely-held business owners to start thinking about an exit strategy. Before your business-owner client starts putting out…

Close scrutiny of 501(c)(3) political activities in an election year

An election year frequently inspires clients’ passion for social issues, making philanthropy an especially important topic for your conversations…

Watch out for compliance pitfalls as clients favor gifts of hard-to-value assets

If volatile market conditions persist, gifts of hard-to-value assets may become popular substitutes for appreciated stock gifts…

Corporate philanthropists get relief from SALT cap on charitable donations

Businesses frequently make cash donations to charitable organizations. But what happens to the deductibility of those donations under the state and local tax limitations imposed by the 2017 tax law?

A Word

From a Donor

” What I love about the Community Foundation is our gift is magnified.”

– Janice Lampert

How we can help

  • Identify your client’s charitable giving interests and motivations
  • Match personal charitable interests with tax planning needs
  • Create and implement charitable plans that are integrated into major business, personal and financial decisions
  • Provide information on community needs and on the local agencies and programs that make a difference in the areas your clients care about most
  • Deliver grantmaking expertise
  • Provide a range of administrative services related to charitable giving

Connect your clients to us, call to set up an appointment to discuss what matters 989-731-0597.