Advantages working with ECCF
ECCF offers you, the Professional Advisor, a number of unique services that helps you to include charitable giving as an important component of the Estate Planning services you provide to your clients.
Personalized Service
 ECCF provides personalized service, helping individuals and families achieve their charitable and financial goals by offering tools and resources that make giving easy, flexible and effective.
- We educate people on charitable giving strategies, and we offer a variety of donor funds to suit individual needs and preferences. Some approaches focus on giving in the near term, while others enable donors to make giving a part of their estate planning.
- We can customize giving approaches to match personal interests and tax planning needs; our donors benefit from the highest available tax advantages because we are a public charity.
- We facilitate even the most complex forms of giving; we accept a variety of assets and offer an attractive alternative to starting a private foundation. We handle all record keeping, reporting to the IRS, accounting and investment management.
- We pool the assets of individual funds, giving us a much better opportunity to increase investment return and decrease costs for each fund.
- We share our knowledge of community needs, helping donors find worthy causes and effective organizations to support.
- We offer local grant-making expertise and administrative services.
- We help people create personal legacies via named funds and help ensure that future generations learn the value of giving back.
- We offer donors the opportunity to give anonymously. Donors may also refer all solicitations to their ECCF fund to then consider at an appropriate family meeting.
- Through highly personalized services, we are able to create solutions that fit virtually every giver and every situation. ECCF supports it's donors with warmth, expertise, efficiency and personal attention.
Local Expertise
 ECCF has the local expertise to understand community challenges and knows how to address them. We are a local organization staffed by people from our community and led by a local Board of Trustees.
We gather information and track the many local nonprofit organizations and programs working for our community. Based on this information, we can make grants and direct resources to the most appropriate areas. We stay alert to emerging issues and foster giving and volunteerism in our community, often serving as a catalyst in bringing groups of people together to work on solutions to community problems.
Working together
Community Foundations have proven themselves to be trusted resources for Professional Advisors across the country. In working with Essex County Community Foundation, you will find that:
We work through you – you retain control of your client relationships. We are here as your resource, to help you.
We partner with you – we provide support, information and expertise on charitable giving.
We help you build stronger relationships – your clients will appreciate the charitable impact and tax advantages you help them achieve through ECCF.
We help you connect across generations – when you help families establish a donor fund with us, you (and they) stay involved in grant-making activity for generations. It is a rewarding experience for everyone involved.
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