THe Partnership advantage
Many givers prefer to take a holistic and strategic approach to their wealth management - one that includes philanthropy as a part of their portfolio. But charitable giving, with its dozens of giving vehicles, complex charitable assets, and ever-changing tax codes, can be complicated. SCCF makes it easy and efficient for both you and your clients. Its our Partnership Advantage.
You can extend and deepen your relationships with clients, expand your services, and connect with multiple family members and generations. Your clients will be making more informed, effective decisions about their giving. And a greater impact on their community and their world.
You focus on your expertise; we focus on ours. That's a win-win.
As a Partner you'll enjoy:
- Partnership on your terms: You can consider us part of your extended team, working with you in any way you choose to help you serve your clients – at no charge to you. The vital relationship with your clients you have worked to build will be maintained..
- Tips for dicussing philanthropy: We realize that talking about philanthropy with clients isn't always easy. We can offer some tips on how and when to bring up a topic that's increasingly more important to your clients.
- Expertise: We are knowledgeable about all aspects of charitable giving, including community issues, complex gifts, estate planning, vehicles for giving, and the impact of philanthropy on tax planning, retirement, or sale of a business.
- Charity Network: We specialize in knowing local ministries so that we can best assist givers in connecting with those organizations that match their charitable passions and philanthropic causes..
If you have clients interested in charitable giving, contact SCCF to learn how, as an asset manager, you can maintain not only the relationship but your client's charitable account as well. That is a win-win.