BENEFITS TO THE ADVISOR
Convenient Services
The Southern Tier West Development Foundation is structured to make
powerful charitable giving easy, flexible and effective for clients
and their advisors.
Tax Benefits
The Southern Tier West Development Foundation offers better tax
incentives than either private foundations or other non-profit
organizations while accomplishing the same goals
Gifts in Perpetuity
Through placing permanent gifts with the Southern Tier West Development
Foundation, your client has the opportunity to give a gift that
keeps on giving, one that creates a legacy of how they want to
be known in the community now and forever.
"Give Where You Live"
As an advisor, you help keep the charitable giving assets here
in our region where your clients live and work.
Consultation
There is no cost for consultation to either you or your client
for assessing the services of the Southern Tier West Development
Foundation. We strive to help regardless of the benefit to the
Foundation. As a public charity, we are committed to building
community capital in any form.
Confidentiality
Client and/or professional advisor consultations are kept totally
confidential.
Communication
You will be kept informed of any authorized communication between
the client and the Southern Tier West Development Foundation.
Simplicity
All your clients charitable needs can be handled through one vehicle.
Referral
The Southern Tier West Development Foundation is a referral source.
If we don't immediately know the answer to your client's situation,
we will research the information or refer you to someone who does.
Objectivity
Because the Southern Tier West Development Foundation is structured
to benefit all charitable entities, you will not be placed in
the position of favoring one particular charity as you make recommendations
to clients. The Southern Tier West Development Foundation is not
in competition with other non-profits.
Recognition
The Southern Tier West Development Foundation can offer your client's
anonymity or recognition in perpetuity, with as much or as little
involvement in the granting process as they would like.