Kevin Visconti, a local financial planner, says that working with us has made achieving his clients’ charitable ambitions seamless and effective. He has noticed that we assist his clients with planned giving options that are based on their goals and interests, and explain those options in a way that is easy to understand.
Whether his clients have specific giving intentions or broad charitable goals, he knows they will be connected to customized planning opportunities that meet their needs.
“I believe in the importance of holistic planning and the impact it has on my clients,” said Kevin. “The Community Foundation will meet people where they are.”
Many of Kevin’s clients want to give now, while others are planning for the charitable legacies they will be leaving behind one day. Kevin says his clients have confidence in our knowledge and ability to steward their charitable wishes in perpetuity after they are gone.
“One of the things my clients and I also value about working with the Community Foundation is its knowledge of the community’s ever-changing needs,” said Kevin. “Many of my clients support specific charities through their funds, while others prefer to give more broadly. The Community Foundation staff is able to bring attention to the rising needs of the community, allowing my clients to be responsive with their money now and in the future.”
We perform due diligence on behalf of our fundholders. This allows us to honor donors’ wishes in perpetuity by ensuring their money goes where it’s needed most over time. Establishing a charitable fund, either now or in the future through a planned gift, will ensure that your charitable intentions are stewarded for for generations.