Advisor Partners - Working With CCF
Let CCF be your convenient and professional charitable expert providing reliable, technical information on a range of planned giving options.

WORKING WITH CCF WILL HELP YOU:

• build stronger relationships with your clients by offering our services
• identify your clients’ charitable giving interests and motivations
• match your clients’ personal charitable interests with tax planning needs
• create and implement charitable plans that are integrated into major business, personal and financial decisions
• facilitate complex forms of giving and execute technical giving instruments (such as charitable remainder trusts)
• provide information on community needs – and on the local agencies and programs that make a difference in the areas your clients care about most
• deliver grantmaking expertise and a range of administrative services related to charitable giving
• provide information and sample documents on the various charitable vehicles such as charitable trusts, bequests, and more.
• connect across generations with family giving plans that will:
1. Increase your clients' heirs' inheritance
2. Increase your clients' income

• receive the kind of personalized service they desire,
• benefit from local expertise about charitable organizations, so their giving has greater impact and relevance,
• be able to include their children and other family members in the giving process,
• become as involved as they wish in community leadership and grantmaking,
• leverage their charitable dollars by being part of a large donor pool,
• develop life-income plans with fixed or variable income for life (CRT),
• create a permanent legacy in their name that will be well-managed,
• remain anonymous or receive recognition, as they wish, and
• experience the satisfaction and fulfillment of efficient and effective giving.

Our list of professional advisor partners grows daily. Join our philanthropic family. Your clients will thank you…

…AND WE THANK YOU!

Edward Bennett,Jr.

Bob Baldwin, CPA, Baldwin & Associates LLC
C. Michael Branham, Esq. Young, Clement, Rivers, LLP
Richard L. Braunstein, Dow, Lohnes & Albertson, PLLC (Washington, DC)
T. Heyward Carter, Jr., Evans, Carter, Kunes & Bennett, P.A.

Catherine Cato

Dennis Christiansen
J. Kevin Crain, Young, Clement, Rivers & Tisdale

James J. Duggan
Blaine Ewing II, Smith Barney
Joe Ferira, Ferira, Ainsworth & Company, LLC
Steve Ford, Dennis, Shaw & Ford
W. Foster Gaillard, Buist, Moore, Smythe & McGee, P.A.
George G. Geer, Jr., Hinds Cowan Strange and Geer Attorneys
Ronnie Givens, CPA, Gamble Givens & Moody LLC
Kenneth B. Grace, Jr., McKnight Frampton and Co., P.A.CPA
Barry Gumb, CPA, Dixon Hughes
J. Heyward Harvey, Jr., Attorney of Law, L.L.C.

Jenny Smiley Heichelbech
Batson Hewitt, Jr. CCIM, Palmetto Commercial Properties
Don Hollerbach, CPA, Baldwin & Associates, LLC

David Humphreys
Robert Johnson, Merrill Lynch

Michael D. Jones
Bob Kunes, Esq., Evans, Carter, Kunes
Jean Lee, Esq., Haynsworth Sinkler Boyd, P.A.
Stephanie M. Loughlin, Dow, Lohnes & Albertson, PLLC (Washington, DC)

Paul M. Lynch
Diane McGuire, McGuire & Co.
Herb McGuire, Jr., McGuire & Co.

John McNeill
Virginia Meeks-Shuman, Evans, Carter, Kunes & Bennett, PA
Dennis Monroe, Atlantic Trust Company, N.A.

William A.Moody, Jr.
Robert J. Moran, Jr., Mullet Law Firm
Cynthia O’Dell, P.C. Lawyer
Matthew Pardieck, Merrill Lynch
Michael Phemister, CIMA, CFM- Merrill Lynch

Pamela Polzin

Alan Reyner
G.L. Buist Rivers, Young, Clement & Rivers
Donna V. Sands, Priest and Sands, L.L.C.
Lester Schwartz, Esq., Lester S. Schwartz

Steve Slotchiver
Susan M. Smythe, Buist, Moore, Smythe & McGee, P.A.
Zach Solomon, CPA, Solomon Hardwick, LLC
David Thiem, CPA, Thiem Jackson & Pace
Lewis Thompson, Merrill Lynch

Mark Tracey
The Condon Moore Opoulos Team-Merrill Lynch


Give Back. Look Forward.

Heyward Carter (Evans, Carter, Kunes and Bennett)  has been Legal Counsel for CCF for more than 15 years.  He and his wife, Eleanor, created The Millbrook Fund in 2003 to focus their charitable giving, which includes a deep commmittment to land conservation and preservation. 

Working Together:
Advisor Partners
Starting the Conversation
Charitable Funds
Charitable Assets
Charitable Instruments
Bequests

Consider us your charitable information resource. Call us anytime at (843) 723-3635.

Download the following PDF information sheets to help with the conversation.

Related Content:
Clients who should know about CCF (PDF)
Giving Advice (PDF)
How can I recommend… (PDF)
Is giving through CCF right for your clients (PDF)
Three reasons to give through CCF (PDF)
Deciding to Give (PDF)
10 reasons to discuss philanthropy (PDF)