At Akron Community Foundation, our goal is to equip you with resources that help you accomplish your clients’ financial and philanthropic goals in a uniquely personal way. We are your behind-the-scenes charitable partner, offering strategic counsel and handling the administrative work so you can focus on delivering solutions to your clients.
Resources for Advisors
2022-2023 Tax & Charitable Reference Guide
This popular tool provides quick answers on everything from tax brackets and capital gains rates to retirement plan contributions and long-term care insurance. The guide is available in two formats: a wall poster that can be displayed in your office and a pocket-sized brochure for meetings with clients.
Donor-Advised Funds vs.
If your client is considering establishing a private foundation, a donor-advised fund at Akron Community Foundation may be a simpler, less expensive solution. Donor-advised funds offer many of the same benefits, but with none of the administrative hassles or payout requirements of a private foundation. Download our comparison chart to learn more.
Private Foundation Conversion Kit
We’ve worked with a team of local attorneys, accountants, and the Ohio Attorney General to create a comprehensive guide for donors who are interested in converting their private foundation into a donor-advised fund at Akron Community Foundation. Use this free step-by-step guide to streamline the conversion process and reduce the administrative hassle of closing your client's foundation.
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Below are just a few common types of gifts Akron Community Foundation can accept. We also accept other complex gifts that many organizations cannot, so we welcome a discussion about your client's specific situation. Learn more by reading our Gift Acceptance Policy.
Cash gifts may be deducted up to 60% of adjusted gross income for income tax purposes. Contributions over that limit can be carried over for up to five years. Gifts can be made via cash, check or credit card.
Donors will receive a double benefit if the stock has appreciated: an immediate charitable deduction for the fair market value of the securities donated and exemption from any capital gains tax on the appreciation.
One of the most complex types of assets to give, closely held stock offers unique benefits to the donor. We'll walk you through every step of the process so your client can avoid capital gains taxes and maximize their gift to charity.
Like gifts of publicly traded securities, gifts of mutual fund shares are deductible up to the full fair market value. For a copy of our current mutual fund transfer instructions, contact Steve Schloenbach, vice president and CFO.
Many of your clients may find that the protection offered by life insurance is no longer needed later in life, making life insurance policies an ideal gift.
Gifts of real estate can include a house, apartment building, farm, vacation home, commercial building, and income-producing or nonincome-producing land.