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.



 
Southern Tier West Development Foundation
4039 Route 219, Suite 200, Salamanca, NY 14779
716.945.5301 Fax 716.945.5550 Web www.stwdf.org