Professional Advisor NetworkAs an attorney, wealth manager, accountant or other trusted advisor, you are one of the most important people that we work with to make our region a better place to live, work and play. Our Professional Advisor Network brings together like-minded individuals for
learning, to promote philanthropy in our region and help clients achieve their
philanthropic goals. Together, you and your colleagues assist with more than
80% of the gifts received by community foundations nationwide.
Good For You As a member of our Professional Advisor Network you will have access to:
Good For Your Clients As a professional advisor, the opportunity to help your clients achieve their philanthropic goals is both a privilege and a challenge. Here at Sumter Sunshine Community Foundation our experienced staff is ready to help you and your clients to ensure philanthropic success. Here are a few reasons why Sumter Sunshine Community Foundation may be a good fit for your clients:
Keep the BusinessJust because your clients have a Fund at Sumter Sunshine Community Foundation does not mean that you lose the relationship…or your book of business. Your clients are able to establish their own foundation at Sumter Sunshine Community Foundation while keeping the assets under management with you. Maintain asset management – you continue to earn your fee on your client’s charitable assets after the gift is made. Increased value to your clients – surveys show that wealthy donors want their managers to discuss charitable giving with them and connect them with trusted and proven resources. And, more than 70 percent of wealth managers say they want more help with charitable planning. The Miami Foundation provides you with in-depth experience to benefit your clients and deepen your client relationships. You’ll be in good company – working with the Foundation can bring you in contact with community leaders and other professional advisors interested in improving our community. Customized client services – each client receives a quarterly check-up with you and the Foundation to evaluate investment performance, grant distributions, and progress on their giving plan. You can also schedule an annual exclusive client and/or prospect event such as a family philanthropy educational activity or site visit to a nonprofit. Advisor services – at your request, the Foundation will provide customized training for your firm’s staff on community needs and issues and on tools to more fluidly incorporate charitable giving in their clients’. We have an informative 10 minute presentation we'd be happy to share with you and your team. To schedule, call Ellen Didion at 352-409-5761 or email: ellen@sumterfoundation.org
Advisor ResourcesWe have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations. More GiftLaw Pro is a complete charitable giving and tax
information service inside the GiftLaw website... The GiftLaw Calculator is a planned gifts calculator for
professionals that follows the IRS format. Run charitable deduction calculations
for your favorite gift plan...
How To Give Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more. Bequest
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ADVISORS
Click Here to Register for Celebration of Giving - Sunshine Awards Dinner - Thank You to Our Sponsors
“Celebration of Giving 2015” - Sunshine Awards Dinner Saturday, November 14, 6-9pm Wildwood Country Resort Register Now! Join us for a delightful evening at our annual Celebration of Giving to recognize individuals, businesses and groups with big hearts to benefit and pay tribute to our growing communities. The evening will include a steak and shrimp dinner, cash bar, live auction, live music, dancing and beautiful décor. Click on the link below to get register and get tickets. A big thank you to our sponsors: Wildwood Country Resort Duke Energy ACE MASSEY The Korpman Family Pxl8it Productions Bedrock Resources Sumter Tire & Auto Newy Fegan Studio The Salon Professional Academy Guns & Gold Birdie Golf Outlet The Fresh Market Burkes BBQ Deborah Townsend, P.A. Margaret Everson SPARR Tire Choice Jims Golf Shop Longhorn Community Bank and Trust The Word Family Leesburg Partnership Miss Daisys Lexington Park Cindy's Art & Framing Wendy Staniforth Blue Moon Ranch Gourmet Today White Tales Lodge The Red Door
In honor of National Philanthropy Day, Sumter Sunshine Community Foundation is hosting Celebration of Giving. An evening to celebrate philanthropy: giving, volunteering and everything that you do to make our community a better place to live. Sunshine Awards will be presented to recognize individuals, families, corporations and groups that have made a significant difference in our area through giving, making our world brighter. Each year, around the world National Philanthropy Day is set aside to celebrate philanthropy and all it has made possible. This year we want to honor local philanthropist who have made significant contributions this year in our area. We want to honor community investors for their outstanding support and commitment to improving the quality of life in our community. It gives us all the opportunity to reflect on those that generously give of their time, talents, and treasure for the betterment of others.
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Click Here to Find Out 2016 Award Winners
Register Now! for Tickets or call 352-587-2710 Dress Code: Sunday Best/Cocktail Attire We are fortunate as a Community Foundation
to work with outstanding volunteer leaders, philanthropists, organizations,
corporations and professionals. The Sunshine Awards given will celebrate and
honor the outstanding contribution of time, leadership and financial support
made by organizations and individuals who have excelled in advancing the spirit
of giving. The 2016 Sumter Sunshine Community
Foundation - Sunshine Awards Dinner will
be held in conjunction with National Philanthropy Day, Saturday, November 19th
at the Wildwood Country Resort from 6pm – 9pm. The nominations are in. This years winners are: Corporation of the Year: - Given to a business/corporation in our region which has contributed financial support to the advancement of philanthropy, and which has encouraged employees and other businesses to contribute through volunteerism and financial support. Philanthropist of the Year: - Given to a family who has demonstrated outstanding civic and charitable stewardship in our region and whose generosity motivates others to contribute their philanthropic support. Youth in Philanthropy Award: - Honoring a young person in our region who stands out for accomplishments in giving time, talent and treasure for the betterment of the community. Volunteer of the Year in Philanthropy: - Given to an individual who has contributed their time and energy to successful fundraising efforts, through exceptional leadership in coordinating and/or motivating other volunteers to raise funds in our region. Philanthropic Club Award (2): - Honoring a Club whose members give time, talent and treasure to make our region a better, brighter place to live. Nonprofit Excellence Philanthropic Award (3): - Honoring a nonprofit in the region which as achieved a standard of excellence in service to the community this year. Medical Group in Philanthropy: - Honoring a medical group whose staff has demonstrated outstanding civic and charitable stewardship in our region and whose generosity motivates others to contribute their philanthropic support. Dr. Hussein was nominated to receive this award.
Ministry in Philanthropy Award: - Recognizing a religious group that enriches our communities through a ministry or program(s) . Financial Advisors Award (3): - Recognizing a financial advisor for their honesty, integrity and work in educating clients on how to best manage their money and maximize their charitable impact. Village of the Year: Greg Curtis for One Can Program - Recognizing a Village within the Villages for their civic contributions of time, talent and treasure, enriching our communities. . · Philanthropist · Volunteer · Corporation · Ministry · Professional Advisor · Youth in Philanthropy · Medical Group · Club · Nonprofit .
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