Professional Advisors

YOU, our community of professional advisors, seek VALUE for your clients.

Therefore there are several reasons to discuss philanthropy with your clients.

Attorneys • Certified Public Accountants (CPAs) • Insurance Professionals (CLUs) • Certified Financial Planners (CEPs) • Trust Officers • Wealth Management Advisors • Real Estate Agents

First, it adds to your area of expertise as a professional advisor. By discussing charitable giving possibilities with your clients, they can see you as the professional you are. It adds value for your client.

Secondly, many of your clients may be searching for a way to give back to their community, to memorialize a loved one, or simply to do good.

Third, your clients should be informed of the tax benefits of charitable giving. This information should include both annual giving as well as planned charitable giving.

Finally, “researchers estimate that $41 trillion will transfer from one generation to another over the next 50 years and that $6 trillion of that amount will pass to one of the more than 1.2 million qualified charities in this country.”*

Professional advisors will facilitate much of this giving, but will rely on qualified charities, such as the Panama City Beach Library Foundation, Inc. to identify OPPORTUNITIES FOR GIVING.

During this transfer of wealth, the PCB Library Foundation is positioned to accept charitable gifts, both annual and planned, for the benefit of the library.

“The value of a man resides in what he gives and not in what he is capable of receiving.”

Albert Einstein

*Notation: “Millionaire and the Millennium; New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy.”