Based on each client’s unique goals, the desired level of recognition may vary. While most donors choose to give publicly, there are many situations where donors prefer to give anonymously. As a trusted advisor, it’s essential to understand how anonymous giving might factor into a particular client’s overall philanthropy plan. Of course, we’re here to help!

HCCF has awarded more than $3 million in grants and scholarships throughout Huron County.

That’s $3 million directly invested in the future of our communities—supporting education, strengthening local organizations, and making life better across the county. And behind many of those gifts are trusted relationships between donors and their professional advisors.

As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are seeking a similar level of trust with the people and organizations that are helping carry out their philanthropic wishes. HCCF can help bolster clients’ trust in their favorite charities.

When you’re working on the charitable components of a client’s estate or financial plan, one of the first areas you’ll likely explore is the structure. Review the similarities and differences between a DAF and a private foundation to help your client meet their goals.