Are you a candidate

Are You a Candidate for Family Philanthropy?

Charitably Inclined
You are already charitably inclined.

Desire To Teach Family Values
You are looking for a simple way to pass on your family values to your children and to ensure that these values will carry on over successive generations.

You Have No Children or Heirs
You have no children or descendants, or do not want to provide for them in your estate plan.

Philanthropic Legacy
You want to create an enduring legacy that will benefit the community in perpetuity.

You are Facing a Taxable Event

• Sale of your business
• An inheritance
• Divorce
• Large windfall – such as  lottery winnings.
• Sale of an appreciated asset

Your Assets Are illiquid
You are interested in lifetime charitable giving but your assets are not liquid (closely held C-Corp or S-Corp shares, real estate, life insurance)

Tax adverse
You are interested in maximizing your tax benefits.  Your gift to HCF qualifies for the following:

• Immediate income tax deductions (highest available)
• Avoidance of  capital gains tax
• Your fund is not subject to estate taxes
• Your fund can grow tax free
• You are concerned about taxes on retirement assets or deferred compensation arrangements.

Loss of a Loved One
You lost a loved one and want to create a memorial. HCF will work with you to set up a fund in their memory and help you determine what type of fund (donor advised, scholarship, designated, field of interest, unrestricted) would most closely fit your purpose

You Want to Simplify Your Charitable Giving

• You want to support several charities through one substantial gift.
• You want maximum flexibility to change the charitable beneficiaries over time.
• You would benefit by giving appreciated assets as compared to making numerous small cash gifts.
• You are concerned that small charities are not able to handle gifts of complex assets or they do not have adequate investment management capabilities
• Your income fluctuates but you want your charitable support to be steady
• You want the flexibility of recognition or anonymity.

You Already Have a Private Foundation or Are Contemplating One

• You are concerned about the cost, complexity, lack of privacy and regulatory hassles of a private foundation.
• You are interested in donor advised fund as a companion to your private foundation to draw on the unique features that each has to offer