Advisor Resources

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Advisor Resources

The Spano Foundation is proud to maintain strong relationships with professional advisors. We hope you will find the following resources helpful as you work with your clients to determine if the Foundation can be a good fit for their charitable and tax planning needs.

Advisors Council
Professional advisors play a vital part in the success of the Spano Foundation. We believe we are most effective when we can personalize the giving process and serve as a trusted resource for professional advisors and their clients.

We are establishing the Advisors Council to recognize these legal and financial advisors for their commitment to our community and their efforts to advance and encourage charitable giving throughout the community.

Scott Schulick, Stifel Financial Corporation

General

The Spano Foundation can enhance your philanthropic experience through customized programs and resources.

We offer a wide range of gifting options that can be used to establish or add to a named charitable fund. More Info

Learn why families with private foundations may work with the Spano Foundation.

Learn how to ensure that giving patterns established during your lifetime will continue into the future.

Suggestion Bequest Language
[% or $] to the Anthony V. Spano Foundation, Inc. (EIN 47-1355321) For the benefit of “NAMED FUND” or a general donation.

Read about the Foundation’s community impact program and our areas giving. More Info

Learn how to maximize your philanthropy by funding a charitable fund with pre-sale shares of your closely held business. Contact us at info@spanofoundation.com for more information.

Donor Advised Funds

Questions about Donor Advised Funds (coming soon)

Find answers to common questions related to establishing a fund, investments and fees, and grant-making.