Give Purposefully: The Smart Giving Guide
It’s time for your meeting with your professional advisor.
You have specific questions and multiple topics to cover — in an hour-long appointment. Lucky for you, you came prepared.
Our smart giving guide equips you with the insight you need to make giving strategic and meaningful, both in life and in legacy. Download your free guide today.
Get Your Free Giving Guide
This guide was created to help you lay the groundwork for a strategic conversation with your professional advisor. Inside the guide you'll find:
- High-value questions to define the causes you care about most
- Conversation scripts to discuss charitable giving options with your professional advisor
- A comparison of giving vehicles to determine the best path forward for you
- Insight on giving strategies to help your money go further
“As a professional advisor, I recommend Rochester Area Community Foundation (RACF) because it provides my clients with the expertise, flexibility, and local knowledge to help them maximize the impact of their charitable giving. Whether a client is establishing a lasting legacy or supporting causes they care about today, RACF simplifies the giving process while keeping their philanthropic goals at the forefront.”
— Mollene Benison, CPA, DeJoy & Co
Serving the Greater Rochester Region Since 1972
Rochester Area Community Foundation, in partnership with generous philanthropists and community partners, works to improve the quality of life for people who live and work in the eight-county region through its leadership and strategic grantmaking.
$508M
Permanently endowed assets
$780M
Grants awarded since 1972
8.9%
35-Year Annualized Endowment Return
$705M
Charitable Assets
"I chose Rochester Area Community Foundation as a place to establish my legacy because it is a trusted community partner to support community organizations where funding will have the greatest impact. I was surprised at how easy it was to create a fund that will support the categories of giving that are important to me on an ongoing basis after I’m gone."
— Linda K., current donor
Your Wealth Can Go Further Than You Think
Download our guide today to learn how your financial success can have a greater impact through smart, efficient giving.
