Why work with The Chicago Community Trust?

It is the obvious question for any professional advisor with a client who wants to embark on a charitable giving program.

Your client receives the same tax advantages working with us as with a financial services firm. But we offer benefits that financial services firms cannot match.

1. Broad Knowledge Base – We know the Chicago region, its needs and the organizations that are doing the most to meet those needs.  Our network of 650 community foundations nationally gives us access to information about needs across the country.
   
   
2. Flexible Giving Options – In addition to cash and publicly traded securities, the Trust is able to accept real estate, life insurance policies, closely held stock and other unique assets.
   
   
3. Personal Touch – We take as much time as necessary to get it right for you and your clients, and we encourage donors to include their children in their planning so they can establish a family tradition of giving.

For more information about how we can support you and your clients, contact the Trust’s Director of Gift Planning, Jason Baxendale.