Advisors

Estate/Planned Giving

The Community Foundation for Brevard partners with professional advisors and serves as a trusted philanthropic partner. We are pleased to provide advisors and their clients with helpful online resources. This online portal offers timely information and assistance for legal, tax and financial professionals who develop philanthropic, financial and estate plans for their clients.

Visit BREVARDLEGACY.ORG for everything you need to know about charitable gift planning including:

  • The latest financial news
  • A gift calculator to calculate the tax benefits of various charitable giving vehicles
  • Case studies from a variety of donors
  • Wills guides
  • The latest news from Washington regarding tax laws, and much more

Creating a charitable legacy can be one of the most lasting and impactful acts an individual can do, and the Community Foundation for Brevard is proud to partner with many committed individuals and families who have taken that step. The Foundation offers your clients the ability to create a charitable legacy that honors their interests and lets them live on in perpetuity. We can help define the vision for that legacy and choose the planned giving option that best aligns with that vision.

Please contact us at info@cfbrevard.org or 321-752-5505 for appropriate language on how to include the Community Foundation for Brevard in estate plans or to schedule a conversation to learn more.