American Funds has established a program that allows your clients to do the right thing for themselves and their communities while you continue to earn commissions and service fees.  

The New Hampshire Charitable Foundation has added the American Funds as an investment option.  This partnership makes it possible for you to recommend philanthropic gifts that will bring your client tax benefits without reducing your eligible assets for service fees.

How it Works:

• Any financial professional (licensed Series 6 or 7) who uses American Funds may refer a client to the Charitable Foundation and utilize the American Funds Community Foundation Program.   
  
  
• Foundation staff will partner with you and your client to explore their charitable interests and identify a giving arrangement that fits with their overall estate and financial planning needs.
  
  
• Your client can utilize cash, securities, real estate or other assets to establish their fund with the Foundation.
  
  
• You select an asset allocation for your client’s gift utilizing one or a combination of
  investment portfolios established by the Charitable Foundation. The financial professional completes a Gift Notification Form and returns it to our office.
  
  
• Your client authorizes the transfer of assets into a Charitable Foundation brokerage account established with your firm.  
  
  
• The Foundation becomes the legal owner of the charitable assets, but contracts with American Funds Group (AFG) to manage them in accordance with the chosen asset allocation model.