Resources and Services
Following is a list of services The Community Foundation for Ireland provides in serving as a resource for professional advisors. Please call our Head of Fund Development if you are interested in any of these services or publications.
1. Consultation Services
The Foundation's trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals.
2. Special Presentations to Professional Advisors
The Community Foundation for Ireland offers periodic presentations by experts in areas of professional interest including topics pertaining to tax, estate and charitable gift planning. These presentations are designed to help solicitors, financial planners, investment advisors, accountants and other professional advisors improve the breadth and depth of their professional knowledge in servicing the needs of their clients.
3. On-site Firm Presentations
Community Foundation for Ireland representatives are available for on-site presentations to individual practitioners, groups or departments within a firm.
4. Philanthropy Matters - Advisor Update
The Community Foundation for Ireland's newsletter, Philanthropy Matters – Advisor Update, is designed specifically for professional advisors. This periodic publication contains technical articles to assist you in working with clients, together with case and legislative updates. It also contains updated information and news about The Foundation and available services designed to assist professional advisors.
• To read Philanthropy Matters Advisor Spring 2008 Update click here
• To read Philanthropy Matters Advisor Winter 2007 Update click here
• To read Philanthropy Matters Advisor Autumn 2007 Update click here
• To read Philanthropy Matters Advisor Summer 2007 Update click here
• To read Philanthropy Matters Advisor Spring 2007 Update click here
5. Planned Giving Services and Forms
Our professional planned giving staff is available to discuss planned giving options and benefits, provide sample gift calculations and confidential consultations for you and your clients. The Community Foundation for Ireland also has a series of information sheets which can provide you and your clients with a range of relevant information.
6. Publications
Please contact our Development Office for a copy of our latest accountability report or other Foundation publications
7. Philanthropy Services for Clients
See our website section: http://www.communityfoundation.ie/giving/
For more information, please contact Niall O'Sullivan, Head of Fund Development on 01 874 7354 or by email nosullivan@foundation.ie
