For Advisors

During the succession planning process people are increasingly thinking about giving something back to their community.

They may need their professional advisor to guide them through the process of transferring assets to the next generation.

Establishing or contributing to an endowment fund with Southland Foundation is an effective and easy way for your clients to leave a lasting legacy that will benefit their community forever.

Your clients may choose to donate through their will and by a distribution from their family trust. Gift by will and from a trust may create or add to existing endowments. Your clients may also choose to donate during their lifetime so that they can enjoy seeing the results of their generosity, as well as receiving the benefit of tax credits.

See below for useful forms, guidance, and information for Professional Advisors. Please get in touch for further information. We are happy to meet with you and your clients to discuss options for giving back through the Southland Foundation.