I’m Steven Cox, partner at Roetzel & Andress. As an attorney who specializes in helping families plan their taxes, estates and business succession, I’ve learned that relationships are the key to success.
A common theme I find in my client relationships is a desire to leave a charitable legacy. Yet, many of my clients mistake philanthropy as something for the ultra-wealthy or people who have their own private foundations.
Thanks to Akron Community Foundation, that is not the case.
Through a donor-advised fund at the community foundation, my clients can recommend grants in their business’ or family’s name without the cost or management of a private foundation. In many ways, donor-advised funds are a more cost-effective way for families to leave their legacy: They have the entire community foundation staff working for them at no added expense.
Perhaps your client wants to involve their children in their grant-making. The community foundation offers multi-generational advisory succession. Perhaps they want help finding the most efficient and effective nonprofits to support in the community. The community foundation can help them with that, too.
While I don’t profit financially when my clients establish a fund at the community foundation, it often creates an opportunity for me to be involved with their children and grandchildren. It’s a fantastic way to build goodwill, and those relationships nearly always pay off in the form of business down the road.
Maybe you practice broadly. Akron Community Foundation can be your professional partner, adding charitable services to your portfolio of offerings. Or maybe you’re like me and are simply committed to building strong client relationships. In either case, I encourage you to see what Akron Community Foundation can do for you.
At Akron Community Foundation, we offer attorneys the tools they need to serve their clients charitably. What can we help you with?