GIVE

CONTACT

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ENGAGE

GIVE

CONTACT

LOGIN

ENGAGE

Two people discuss a business report with charts and graphs on a clipboard; one points with a pen while the other gestures, and computer screens are visible in the background.

PROFESSIONAL ADVISORS

Cover page with a blue square logo reading The Erie Community Foundation, and below, text introducing the Professional Advisory Program, mentioning philanthropic guidance for clients.

Professional Advisor Program

According to a 2018 survey by U.S. Trust, more than 70% of advisors highlighted the importance of discussing philanthropy with their clients to foster stronger relationships and business growth. Clients trust you to assist them in making informed personal and financial decisions, and charitable giving is no exception. By initiating conversations about their values and aspirations, you can establish a lasting and meaningful legacy that transcends generations.

At The Erie Community Foundation, we work hand in hand with you to leverage opportunities arising from significant financial events.

For more information, contact Steve Weiser, vice president of philanthropic services, at SWeiser@ErieCommunityFoundation.org or 814.413.7345

Planned Giving

We offer several avenues of investment for our endowment funds, which include local management, a socially responsible pool, and our primary endowment pool. Our donors can also choose to have their new endowment of $250,000 or more managed by their personal investment advisor
Bold white text reading WAYS TO GIVE is centered on a background of overlapping, colorful geometric shapes in purple, orange, blue, green, and yellow tones.
A flyer from the Erie Community Foundation titled Our Fund Types describes five types of charitable funds: Donor Advised, Donor Designated, Field of Interest, Scholarship, and Agency, with benefits and contact information at the bottom.

Fund Types

Private Foundation Alternative

A comparison chart titled Benefits Of A Donor Advised Fund, showing differences between donor-advised funds and private foundations in terms of process, services, investments, grantmaking, charitable deductions, charitable distributions, and administrative considerations.

Benefits of DAFs

We offer several avenues of investment for our endowment funds, which include local management, a socially responsible pool, and our primary endowment pool. Our donors can also choose to have their new endowment of $250,000 or more managed by their personal investment advisor

For more information, contact Steve Weiser, vice president of philanthropic services, at SWeiser@ErieCommunityFoundation.org or 814.413.7345

Complex Gifts

The Erie Communication Foundation accepts a variety of assets that can make a lasting impact. Your clients can choose to give by:

 

  • Check, wire transfer, or credit card
  • Appreciated Securities
  • Publicly traded stock and mutual funds.
  • Real Estate
  • Donate residential or commercial properties, farmland, or timberland to make a lasting impact.
  • Business Interest
  • Privately held stock, limited partnerships and other business interests.
  • Transfers from Charitable Entities
  • Transfer assets from a private foundation or donor-advised fund to create a Foundation fund, ensuring seamless management and continued philanthropy.
  • IRA Qualified Charitable Distribution
  • If you’re 70 1/2 or older, make a QCD of up to $100,000 from your
  • IRA into various Foundation funds to support our community. If you’re 73 or older, this can count towards your RMD.
  • Bequests, Retirement Plan Assets, and Life Insurance
  • Include the Foundation in your estate planning by naming your fund as the beneficiary of your retirement account or life insurance policy.
  • You can also transfer a life insurance policy irrevocably to the Foundation, ensuring your legacy of giving endures.
A flyer from The Erie Community Foundation describes different types of assets that can make a lasting impact, including cash, appreciated securities, real estate, business interests, and bequests. Contact info is provided at the bottom.

Types Of Gifts

Wealth Events

Informational flyer from the Erie Community Foundation titled A Meaningful Legacy, discussing the importance of legacy and charitable planning, with examples of assets that can be gifted and contact details at the bottom.

A Meaningful Legacy

We understand that everyone’s values and financial aspirations are unique. That’s why we offer tailored, tax-efficient strategies to help you build a legacy from various wealth events, such as:

 

  • Inheritance sale of a business
  • Sale of real estate or other assets
  • Lump-sum retirement payout legal verdict or settlement
  • Divorce settlement
  • Exercised stock options
  • Capital markets transactions/initial public offering

Whether these events are anticipated or unexpected, they present both possibilities and challenges. With our extensive experience and as Erie’s leading charitable organization, the Foundation stands ready to guide your clients through the process. We’re committed to assisting individuals in creating a philanthropic legacy while navigating the financial and legal implications of sudden wealth.

Resources

These concise guides to giving can be downloaded and shared with your clients as you explore giving options and help clients understand how The Erie Community Foundation can support their philanthropic goals.

For more information, contact Steve Weiser, vice president of philanthropic services, at SWeiser@ErieCommunityFoundation.org or 814.413.7345

Cover page with a blue square logo reading The Erie Community Foundation, and below, text introducing the Professional Advisory Program, mentioning philanthropic guidance for clients.

Professional Advisor Program

An informational flyer for The Erie Community Foundation, featuring its logo, a quote by Anne Frank, and sections outlining its values: Inspire, Engage, Empower, and Transparency, with contact information at the bottom.

Why The Erie Community Foundation

A PNC Bank Asset Management Delivery Instructions document listing account details, contact information, security transfer instructions, and procedures for delivering various types of securities and checks to the Erie Community Foundation.

Life Income And Estate Giving

Fees And Admin

Fund Agreement

Stock Donation Information