Client Options

Your clients have several options to consider as they explore giving through the Charitable Foundation.  These include determining:
  • the type of fund that best meets their charitable giving goal

  • the type of gifts to make as they initiate and grow the fund, and

  • how they will involve themselves, and other family members, in the giving process.

Detailed information about all donor options are available in the section titled Become a Donor.

If your client is considering the creation of a private foundation, we strongly encourage you to have them explore the advantages a community foundation can offer.  More details on this issue can be found in Private Foundation Options.

Contact Us
If you have questions about our donor options that have not been answered in this section, please contact:

Lisa Foley, Director of Gift Planning
(603) 225-6641 ext. 1262 

Peter Lamb, Vice President of Philanthropic Services
(603) 225-6641 ext. 1241
Just for Advisors

Charitable Miss-Givings: Protecting Clients From Fraud
Because of rampant charity fraud nowadays, it's critical for financial advisors to perform due ...

Letting Go of the Company, Not Their Values
What happens if you've spent your business career trying to build a better world? Do you walk away ...

37 Pleasant Street // Concord, NH 03301 // (603) 225-6641