CPA’s and Attorneys…Have you considered collaborating with the Morton Community Foundation to have greater impact with your clients? We help you meet your clients’ expectations. Research indicates that many who seek estate planning and/or financial-planning advice want and expect to talk about philanthropy and how they can achieve both charitable-giving goals and also tax advantages. A Community Foundation provides a more simplified and cost-effective alternative to a private foundation. Your client
The Morton Community Foundation’s Mission is to “Improve the quality of life for Morton area residents, now and for generations to come.” A great way to sum up our work is with these 3 words… GATHER. GROW. GRANT. We “Gather” the generous tax-deductible gifts of donors, like you, who care about charitable causes in our community. We “Grow” those gifts by investing them for the long-term. And we use the returns from those investments to make “Grants” back to local schools, parks, the library, and
Most of us have special charities to whom we give donations every year. We make these annual donations to charities that we believe are good stewards of our gifts and that reflect the causes and fields of interest that touch our hearts and reflect our values. In addition to our financial gifts, we may even invest our personal time by volunteering through these charitable organizations. It may be our church that receives most of our gifts, time and talents. But we may also give substantially to human
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