| |
 
Duluth Superior Area
Community Foundation
Zeitgeist Arts Building
222 East Superior St. Suite 302
Duluth, MN 55802
Phone: 218.726.0232 • Fax: 218.726.0257
Advisor Resources
The
Duluth Superior Area Community Foundation provides a number of tools for
Professional Advisors to help with issues related to charitable giving with no
fee or obligation attached. Some examples of our services include:
- Consults with you, your
clients, and your colleagues on ways the Foundation can help meet the financial
and charitable goals of your clients
- Publishes an e-newsletter
with timely information on giving vehicles, tax updates, and other issues of
importance to you and your clients. Subscribe now.
- Provides sample language,
such as bequests, for making gifts to the Community Foundation
- Serves as trustee of
charitable remainder trusts and lead trusts.
- Manages the transfer of
appreciate securities and life insurance.
- Guarantees quality, customized
service on philanthropic giving. We’ll work with you each step of the way to
ensure your client’s needs are met.
Need
additional information? Contact Becky Byers Strand to learn more now.
|
|
