For Financial Advisors

As a professional advisor do you ask yourself, "How can I recommend charity without recommending a charity?"

The answer is simple. Talk to your clients about giving through the Sac County Endowment Foundation.

Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. It’s your community foundation, the Sac County Endowment Foundation.

A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefits under state and federal law.

The Sac County Endowment Foundation offers a variety of giving options – including the ability to set up a charitable fund in your client’s name. It’s just one way the foundation can help you help your clients achieve their charitable goals.

For more information, contact us today!

Foundation Guide


Sac County Endowment Foundation
Chris Mason, President
Early, Iowa 50535
712-660-0151 (Cell)

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