To assist you in developing charitable giving plans for your clients, Blue Mountain Community Foundation has free services available to support your efforts.
Planned Giving Illustrations
If your client is building an estate plan, considering charitable trusts or determining appropriate gifts, we are happy to “run the numbers.” Our sophisticated modeling system provides the information your clients need to make informed decisions.
If you, your firm or clients would like to learn more about giving in the Blue Mountain area, we are available to make presentations. Topics can cover a variety of subjects, such as:
- charitable giving options
- our grant making priorities and impact
- planned giving, and
- charitable giving benefits
If you would like to discuss an idea you have or to arrange any of the free services, please contact us for more information.
In addition to illustrations and presentations, BMCF also has a series of printed materials that may prove helpful to your clients. Specifically, the Foundation has produced a Will Information Kit about how to make a gift to the Foundation through an estate.