Ways to (help) give

We know how important your clients are, so we will carefully coordinate their relationship with us in partnership with you.

We are your partners in philanthropy.

 

When you connect your clients with Gulf Coast Community Foundation for philanthropic guidance and support, it’s a good thing—for your clients, your community, and your business. Partnering with Gulf Coast is like gaining your own philanthropic back office. Our Philanthropy Team can assist you in developing customized plans that meet your clients’ financial and charitable goals, all while providing the same level of service they expect from you. We are here to help you help your clients.


 

We can help you help your clients.

Each of your clients is unique. That’s why Gulf Coast provides customized philanthropic services to meet their (and your) needs. 

LET'S CHAT WHY GULF COAST?

Philanthropy Team

 

Donor Advised Funds

Your fund. Your choice.

Keeping your client in the driver’s seat of their philanthropy. That’s the promise of a Donor Advised Fund at Gulf Coast. They make a tax-deductible gift to create (or add to) their fund, and then they recommend grants to the charities of their choice—anywhere, at any time.

Endowed Funds

The most enduring form of philanthropy.

A permanently endowed fund at Gulf Coast ensures that the causes most important to your client today will be provided for tomorrow. They can create an endowment at Gulf Coast to benefit their favorite charities or a particular cause. Or leave their fund’s purpose flexible.

Legacy Giving

Plan now, give forever.

What would your client like to be remembered for? Are there causes or charities they love today that they hope will continue to flourish long after they’re gone? A planned gift can benefit whatever it is they care about most and, if they wish, let future generations know it mattered to them. 

Income-Producing Gifts

Give and receive.

Did you know there’s a way to give yourself income for life while also ensuring that your favorite charities are provided for? Charitable gift annuities and trusts can give your client (and their loved ones) a steady stream of income now and support their favorite causes in the future. 


An Advisor Story


A local financial advisor works with a whip-smart couple who always ask good questions. When they wanted to take their charitable giving to the next level, it was no different. How can we go from writing a lot of checks every year to making a more systemic difference? Who can show us charities doing the best work in areas we care about? How do we meet others who like to support the causes we do? Their advisor was no philanthropy expert, but his answer to all of these was easy: Let’s talk to Gulf Coast Community Foundation…


We met with all three of them to customize a philanthropic plan that complements the couple’s financial plan. First, we set up their new donor advised fund, whose assets their advisor continues to manage. Then we discussed their interests and introduced them to several charities they’ve since come to love. We even plugged them into events and volunteer opportunities where they met other donors—a few of whom are now their closest friends!

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