- Do I have clients who care deeply about their local community?
- Do they want to receive maximum tax benefit for their charitable contributions under federal law?
- Would they like to stay personally involved in the use of their gift dollars?
- Are they interested in creating a personal or family legacy in their community?
- Do they place a priority on sound financial management of their contributions?
- Are they considering the creation of a private foundation but concerned about cost, grants requirements, and administrative complexity?


