AdviseHow We Can Help
Partnering with us adds great value to the services you provide your clients.
Only the Best
The OCF is ready to support your work with clients.
Your clients trust you to help them manage their assets. They turn to you for expertise on how to make the most of their hard-earned dollars. For your clients who are charitable minded the
Otsego Community Foundation provides connection to what matters most.
We offer a range of giving options, can accept complicated assets and deep community knowledge. We are positioned to ensure that every gift your client makes is personal, meaningful and fulfilling.
Below are articles designed for professional advisors like you to inform you of charitable topics that may be of interest to your clients hoping to do Good . If you ever want more information on any of the topics featured or any thing related to charity please contact us. We are also available to meet with you and a client to discuss charitable choices in more detail.
A new decade frequently inspires closely-held business owners to start thinking about an exit strategy. Before your business-owner client starts putting out…
An election year frequently inspires clients’ passion for social issues, making philanthropy an especially important topic for your conversations…
If volatile market conditions persist, gifts of hard-to-value assets may become popular substitutes for appreciated stock gifts…
Businesses frequently make cash donations to charitable organizations. But what happens to the deductibility of those donations under the state and local tax limitations imposed by the 2017 tax law?
From a Donor
” What I love about the Community Foundation is our gift is magnified.”
– Janice Lampert
How we can help
- Identify your client’s charitable giving interests and motivations
- Match personal charitable interests with tax planning needs
- Create and implement charitable plans that are integrated into major business, personal and financial decisions
- Provide information on community needs and on the local agencies and programs that make a difference in the areas your clients care about most
- Deliver grantmaking expertise
- Provide a range of administrative services related to charitable giving
Connect your clients to us, call to set up an appointment to discuss what matters 989-731-0597.
Get In Touch
Coordinator: Brian Pearson
Email: [email protected]
Although OCAN does not provide direct career counseling to students, it does provide support and resources for area schools and agencies that serve the educational needs of Otsego County. Indirect support for individuals can be accessed through our student and career resource sections on our webpage and monthly newsletters.