Whether you are an attorney, financial planner, or tax advisor, the Vermont Community Foundation can assist you and your clients in structuring tax-wise gifts that establish an enduring community legacy. We add our expertise to yours to ensure that your client makes educated decisions while selecting from a full spectrum of options.
Our public charity status provides maximum tax advantages under state and federal law, and we accept a wide variety of assets and can facilitate even the most complex forms of giving.
There are many advantages to partnering with us and in most cases our annual fee is more affordable than the costs of a private foundation. One fee covers all of our services.