Good charitable advice strengthens the client relationship by providing better service to the client and generating greater client loyalty. Clients expect referrals to experts in charity, just as they would with other specialties like accounting or law. MCCF is uniquely postioned as such an expert.

Although The Martin County Community Foundation is a public charity, it does not promote one charitable cause. Instead, its mission is to build and hold a permanent and growing endowment and other charitable funds to provide for the community's changing needs. Through this unique mission, the Foundation can help your clients achieve goals in ways not available through other organizations.

We offer you and your clients the expertise of community leaders who know and routinely identify the charitable needs of Martin County. Whether your client is interested in youth, the environment, our senior population, education or a combination of issues, we can devise an endowment structure that carries out their legacy in perpetuity.

For Financial Advisors

At the Foundation, we believe your clients are best served when their endowment monies are managed by the financial advisors who have worked with them throughout their lifetime. That's why we consider it important to establish a strong relationship with you.

The concept is simple: We structure and manage the legal mechanism through which donations are made, while you manage your client's funds for life. The only restrictions are that you manage the funds according to the Investment Criteria of the Foundation.

Partnership Benefits:

• You or your financial institution retain the ability to manage your clients' funds in perpetuity
• Your clients can establish an endowment through MCCF for a fraction of the cost of a private foundation
• You gain immediate expertise in the charitable needs of Martin County
• A legacy for your clients can be created in any area of interest

For Estate Planning Advisors:

As an estate planning professional, you are often consulted by your clients as to how they can best achieve their charitable giving objectives at a maximum tax advantage. You may also receive inquiries about community organizations you would recommend that best meet the intent of your client.

Since 1988, the Martin County Community Foundation has worked with area residents to maximize their gift giving, minimize the tax impact to their estates, and establish philanthropic legacies that address charitable needs throughout Martin County. MCCF's simple goal is to improve the quality of life in Martin County through carefully managed private giving.

Partnership Benefits:

• Your clients can establish an endowment through MCCF for a fraction of the cost of a private foundation
• You gain immediate expertise in the charitable needs of Martin County
• A legacy for your clients can be created in any area of interest