Community Foundation — For Professional Advisors
Why Partner with the Community Foundation of North Central Florida?
We help you help your clients make more meaningful charitable gifts — including complex, noncash assets you may not be able to handle on your own.
A Powerful Resource for You & Your Clients
The Community Foundation of North Central Florida works alongside professional advisors to expand giving possibilities for your clients — at no cost to you.
Expand What’s Possible
Help clients give appreciated stock, real estate, closely-held business interests, IRAs, and other noncash assets they can’t give elsewhere.
Complex Gift Support
The foundation evaluates and administers hard-to-value gifts in coordination with donors’ legal and tax advisors.*
Protect Donor Intent
We administer charitable remainder trusts, donor-advised funds, endowments, and designated funds to honor your clients’ long-term giving goals.
Ways to Give
Charitable Planning Options
A full range of giving vehicles your clients can use to make a meaningful legacy gift.
How to Give
Not only do you have options for how your gift to Community Foundation of North Central Florida will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. Choose the one that best fits your needs and intentions.
Learn More about Gifts From Your WillCharitable Gift Annuity
Fixed Payments for Life
Support our mission and receive fixed payments for life with a charitable gift annuity. This simple contract benefits you and our organization.
Learn More about Charitable Gift AnnuitiesDonor-Advised Fund
Flexible Giving Account
Recommend grants to support our mission from your donor-advised fund. Enjoy immediate tax benefits and the flexibility to give when it works for you.
Learn More about Donor-Advised FundIRA Charitable Rollover
Tax-Free Gifts From Your IRA
If you are 70 1/2 or older, you can make a tax-free gift from your IRA to support our mission. This gift can satisfy your required minimum distribution.
Learn More about IRA Charitable RolloverLife Insurance
Gift of Life Insurance
Name our organization as a beneficiary of your life insurance policy and make a significant impact with a simple designation.
Learn More about Gift of Life InsuranceReal Estate
Gift of Property
Donate real estate such as a home, vacation property, or land to support our mission and receive potential tax benefits.
Learn More about Gift of PropertyRetirement Assets
Gift of Retirement Assets
Designate our organization as a beneficiary of your retirement plan to support our mission and reduce potential taxes for your heirs.
Learn More about Gift of Retirement AssetsAppreciated Securities
Gift of Stock
Give appreciated stocks or mutual funds and potentially eliminate capital gains tax while supporting our mission.
Learn More about Gift of StockOther Options
Other Planned Giving Vehicles
There are many other ways to support Community Foundation of North Central Florida through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you.
Learn More Contact Us to Discuss Your OptionsComplex & Noncash Assets
Beyond Cash & Securities
Many donors hold the majority of their wealth in assets that aren’t easily gifted. Community Foundation has the expertise to evaluate and accept gifts that most organizations can’t handle — turning illiquid assets into lasting charitable impact.
- Real estate (residential, commercial, vacation property)
- Closely-held business interests
- Retirement assets & IRA beneficiary designations
- Life insurance policies
- Appreciated securities & stock
- Cryptocurrency
*In some instances, the community foundation works with qualified third parties to evaluate and facilitate gifts of complex assets, including real estate and closely-held business interests. The community foundation does not provide legal, tax, or financial advice. Donors should consult their own advisors.
How It Works
Advisor introduces the concept
You identify a donor with a complex asset they’d like to give. We can provide you with talking points and materials.
Foundation evaluates the gift
We review the asset, coordinate with third-party experts as needed, and confirm feasibility.
Gift is accepted & administered
Proceeds support the donor’s designated cause, and you remain their trusted advisor throughout.
Donor-Advised Funds
A Flexible Tool for Philanthropic Planning
Donor-advised funds (DAFs) are one of the fastest-growing charitable vehicles in the country — and community foundations are ideally positioned to administer them.
Clients receive an immediate tax deduction, can contribute appreciated assets (avoiding capital gains), and recommend grants to their favorite organizations over time.
Learn About DAFsImmediate Tax Deduction
Deduct the full fair market value of the contribution in the year it’s made.
Avoid Capital Gains
Contribute appreciated assets — stock, real estate, business interests — with no capital gains tax.
Flexible Grantmaking
Donors recommend grants to any IRS-qualified public charity at any time.
Multigenerational Giving
Name successors to continue the family’s charitable legacy.
Endowments
An endowed fund held at Community Foundation provides permanent, sustained support for the causes your clients care about most. The principal is invested, and distributions are made annually — in perpetuity.
Endowments can be named, restricted to a specific purpose, or structured as a field-of-interest fund supporting a cause area over time. A minimum gift is required; contact us for current minimums.
Endowment DetailsDesignated Funds
A designated fund permanently supports a specific nonprofit your client chooses. Unlike a DAF, there’s no grantmaking flexibility — funds flow to the designated organization on a regular schedule.
This is ideal for donors who want to create a lasting relationship between their estate and a specific charity they’ve supported throughout their life.
Talk to Our TeamPlanning Options at a Glance
Quick-reference cards for the most common charitable planning vehicles.
AI-Powered Resource
Meet Frank™ for Advisors
Frank is an AI-powered resource that answers questions about charitable planning, gift structures, and working with the community foundation — available 24/7 for you and your clients.
Frank is an AI assistant and not a substitute for professional legal, tax, or financial advice.