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TELL ME WHY...WHY SHOULD I REFER MY CLIENT TO THE FOUNDATION?

• Flexibility to create a customized fund tailored to a donor's charitable interests.
• Assurance that charitable intentions will be carried out in perpetuity.
• Convenience of using easily accessible gift / fund documents.
• Responsible stewardship of permanent funds.
• Economies of scale in investing and managing funds.
• Memorial opportunities / donor recognition in Foundation publications-or anonymity if desired.
• Maximum allowable tax deduction for charitable gifts.
• Lessens administrative burdens / expenses, favorable tax treatment and fewer restrictions than with private foundations.
• Professional grantmaking staff to provide information (and guidance, if desired) about charitable giving.

While York County Community Foundation is a public charity, it does not promote a particular charitable cause.

When a client considers a major or planned gift, the simplicity, flexibility, security, tax benefits, cost effectiveness and value-added service of the Community Foundation can be helpful and attractive.



"The Community Foundation is a tremendous resource for a professional advisor. I call on them when I have a client who has an interest in supporting a charity forever – it can be the perfect solution."
-Tom Shorb, Stock & Leader


"The community foundation has a very high level of expertise. They're able to provide the answers, even to complex situations, and meet my clients' needs. And they're not a hard sell."
-William B. Anstine, Jr., Partner, Anstine & Sparler