Reasons to use the Stewardship Community Foundation
The expanded reason to use the Stewardship Community Foundation (SCF) and not use a local foundation is viewed from two perspectives. The first is viewed from the perspective of donors who completed comprehensive planning through our advisory services. The second is viewed from the perspective of donors just making a charitable gift without all-inclusive planning.
Comprehensive Planning
The following are some of the things SCF does and some of the things donors have told us we do.
What donors have told us we do for them
- S. L. of Port Clinton, Ohio based the decision on past experience after completing comprehensive planning with us and achieving desired results
- Donors want a known quantity and want to assure success
- They trusted us
- They preferred having no connection to their local foundation
- With comprehensive planning in place, they do not have go through an
additional discovery process with a foundation
What we do
- Facilitate ongoing intergenerational management
• Creates opportunities for family foundations
• Family members get involved with managing and
d decision making
• Promotes family involvement
• Family retreats to redirect philanthropy per
g generational desires or life changing events
• New family gifts
• Grass roots involvement via providing/delivering
s services
• Specialized estate planning - Offer comprehensive planning
• Clarify values personal, financial, family, community,
& & heritage
• Provide complete planning services consistent with
o our faith based shared values
• Define goals, dreams, & desires
• Complete wealth management discovery
• Create wealth management action plan
• Implement action plan - Provide an infrastructure to support a full range of services
• Advisory services (Investment Advisory services
o offered through P.R.O.F.I.T. Financial, LLC. Separate
f fees may apply.)
• Investment Consulting
• Portfolio reviews & risk analysis
• Portfolio Strategies
• Portfolio Management
• Money management
• Tax & Accounting
• Estate planning & legal services
• Tangible assets
• Private banking services
• Personalized trust services
• Access to charitable planning and asset classes if
cncurrent advisors are restricted by the broker/dealer - Afford as much or as little anonymity as desired
• Our success is with clients and business owners in
sssmall communities who want to maintain
c confidentiality
• Such client/donors strive to impact the community
wwhile living and functioning without drawing attention
o or notoriety by avoiding publicity
• Maintaining confidentiality through anonymous gifts
mmaintains security and allows donors to focus their
pphilanthropy
Making a Charitable Gift without all inclusive planning