Quarterly Update
Fall 2013
The Community Foundation views its relationship with professional advisors as a pivotal element of its efforts to educate the public and initiate philanthropic ideas. Let us help you explain the value and benefits of planned giving and tax deferred charitable vehicles to your clients. We can assist with "how to start a fund" conversations, as well as explain the benefits of utilizing a community foundation verse private foundation.
Ten Reasons Professional Advisors Partner with the Community Foundation:
  • We enable you to broaden your practice by building on our philanthropic expertise.
  • We provide highly personalized service tailored to each individual's charitable donations and financial interests.
  • We are a local organization with deep roots in the community.
  • Our professional staff's knowledge on community issues and needs is available to donors on request.
  • Our donor-advised funds help people invest in the charity foundations they already care about, and learn about new causes to invest in.
  • We accept a wide variety of assets, and can facilitate even the most complex forms of giving.
  • We offer maximum tax advantage under state and federal law.
  • We multiply the impact of charitable donations by pooling them with other gifts and grants.
  • We offer permanence to donors, through endowment funds and multi-generational involvement.

Thank you for subscribing to our Professional Advisor Council eNewsletter.  We look forward to working with you.


Eileen Connolly-Keesler


Community Foundation of Collier County 

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Giving Season
Did you know your clients are less concerned about tax benefits and more concerned about discussing and reaching their philanthropic goals? 

According to Paul Sullivan, we should be paying attention to their needs, especially this time of year when donors do the majority of their giving during fourth quarter. 

Read more on donors needs and giving trends in Mr. Sullivan's NY Times article.
Community Foundation vs. Private Foundation
If your client is thinking about establishing a private foundation, consider a Donor Advised Fund at the Community Foundation of Collier County.  Not only is it an easy, less expensive alternative to a private foundation, Donor Advised Funds offer anonymity as well as a myriad of tax and administrative benefits.  Read more on our website.
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Professional Advisors Council Cocktail Reception
Thank you to all of our Professional Advisors, guests, and presenter Ed Wollman that attended our Fall Cocktail Reception held at The von Liebig Art Center on September 19, 2013.  It was our pleasure to host all of you and to share with you some knowledge about donating collectables and the functions of the Community Foundation of Collier County.  We look forward to many more successful events in the future.  We value your partnership!

View event photos here.
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Whether Collier County is Your Client's Hometown  
or the Place They Now Call Home -  
They Have A Lot Invested Here.
In 2012, Florida Philanthropic Network commissioned a "Transfer of Wealth" study to understand what might happen to wealth as Baby Boomers begin to retire and pass their assets on to the next generation.  The study revealed a possible transfer of $52 billion in Collier County.

Consider this - if we captured just 5% of $52 billion - that would translate into $735 million for this community over the next 10 years!

Endowing $735 million would spin off $34 million each year to address needs and challenges facing children, women, elderly, families, the homeless, the hungry, human services, public safety, unemployment, education, healthcare, the arts, environment and wildlife.

Let us help you help your clients realize their full philanthropic potential.

Call Eileen Connolly-Keesler at 239-649-5000 for more information on the Transfer of Wealth and how the Community Foundation is playing a part in capturing those dollars for the greater good of this community. 
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New Chief Financial Officer
Please join us in welcoming Lisette Holmes, CFCC's new Chief Financial Officer effective as of October 7.  Lisette (pronounced Lee-sette) comes to Naples from her position as CFO at the Community Foundations of Hudson Valley, where she worked for 6.5 years, assisting in growing their assets from $29 million to $41 million.

In addition to her B.S. in Accounting, Lisette has a B.A. in Physics and a Masters of Science in Education - all from SUNY New Paltz.  On top of her college education, she completed a financial planning certification course.  In her previous life, Lisette worked as a science teacher for almost 20 years.

Welcome to the Team Lisette!
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PAC Member Submissions

By Dennis Brown
Bond, Schoeneck & King, PLLC

On January 2, 2013, President Obama signed into law the
American Taxpayer Relief Act of 2012.  One of the provisions of this Law was the reinstatement of the phase-out of itemized deductions for certain high income taxpayers.  Many charitable donors and charitable organizations were concerned about the loss of tax benefits associated with charitable giving because of this phase-out of itemized deductions. 
Read More.

By Kim Ciccarelli Kantor
Ciccarelli Advisory Services, Inc.

There are a myriad of meaningful ways to make count your client's commitment to further expand their passion within their family and their communities. Philanthropy as an idea or event leads to or can stem from charity, the voluntary giving of help to those in need. It was Steve Gunderson, former president of the Council on Foundations who was quoted in saying "it is the difference between the two that makes the greatest impact on the world around us".
If you would like to submit an article for our next quarterly Professional Advisor Council enewsletter, please contact Kali Horton, Marketing Manager, at the Community Foundation of Collier County.
 Stay Connected 
Community Foundation of Collier County
2400 Tamiami Trail North, Suite 300  |  Naples, Florida 34103  |  Phone: 239-649-5000