Incorporating Charity into a Financial Strategy


It’s good business practice to promote and incorporate charitable giving into the financial planning services professional advisors provide. The Community Foundation for Palm Beach and Martin Counties offers advisors optimal ways to achieve your client’s charitable objectives for the benefit of charities here and nationwide.

For over thirty-five years we have worked in partnership with others to improve the quality of life for all of our area residents, now and for future generations. The considerable assets we devote to this purpose include:

  • Endowed sources of charitable giving totaling over $100 million that, over the years, have generated more than $90 million in grants to a diversity of charitable organizations;
  • A strong and united voice for philanthropy inclusive of committed donors, visionary leaders, professional advisors and charitable organizations; and,
  • A professional staff skilled and experienced in the craft of charitable giving. 
     

A Place to Learn, Share, and Connect
 

In 2000 the Community Foundation constructed a 33,000 square foot building in the heart of West Palm Beach to be inclusive of our permanent headquarters, offices for other nonprofit organizations, and space to welcome and enable educational and charitable activities consistent with the Foundation’s mission and purpose. Our vision was to be and provide, in perpetuity, a voice and center of our community’s philanthropy; a physical place where we welcomed donors, professional advisors, nonprofit organizations, business and community leaders to join together, address community issues of shared concern; and promote improved quality of life for our region through the power of charitable giving. 

Our facility features, in addition to multiple nonprofit offices, the Eunice and Julian Cohen Courtyard and Fountain, and the Edward and Lee Hill Snowdon Community Rooms and Conference Room.

These spaces serve as a gathering place, where educational, business and networking events can occur in a comfortable environment with all the equipment necessary for well-managed meetings and events (including audio/visual equipment, teleconferencing, wireless Internet access, and a catering kitchen). As a facility for the community, the building was created to embody a philanthropic community of place, purpose, learning and sharing, a place for visitors to gather, discuss, network, contribute, and collaborate, with the Community Foundation serving as a sponsor, resource and facilitator.

Event Sponsorship in the Community Room by the Community Foundation

The Community Foundation will agree to sponsor in its Community Room continuing education events, training, workshops, meetings,  conferences and networking functions proposed by professional advisors and others in support of activities consistent with our mission and purpose.

The goals of sponsorship are to:

  • Promote improvement in our communities’ quality of life  through the power of charitable giving;
  • Provide continuing education opportunities among professionals advisors with expertise in tax law, estate planning, accounting, wealth management, and financial planning on the legal, ethical and administrative considerations affecting charitable causes and contributions; and,
  • Promote networking, collaboration and partnerships of broad, public benefit to the region across public, private, and nonprofit sectors.

 

 

 

 

 

 

 

Sponsorship Benefits

Benefits of the Community Foundation’s Sponsorship include:

  • Waiver of room rental and set up fees;
  • Room set up inclusive of podium and microphone, with full menu of options;
  • Seating capacity from 10 to 124 participants;
  • Round or rectangular tables available;
  • Wireless facility with state of the art technology, including full AV capability and equipment, including drop-down screens (2) for theatre viewing 

For more information on the facility, please refer to the Facility Information section.

Sponsorship Expectations

When the Community Foundation sponsors an event or activity in the Community Room or elsewhere, within its facilities, the Community Foundation expects to:

  • Officially welcome and greet your participants to the facility and the event;
  • Provide a 3-5-minute introduction to and overview of the Community Foundation, provided by the CEO or senior staff, tailored to your audience and event purpose, as a prelude to the  meeting activity;
  • Ensure with your staff general print or electronic information about the Community Foundation is included in meeting materials provided to  guests and participants prior to or at the event; and
  • Provide Community Foundation logos to be used to identify the Community Foundation as a sponsor in partnership with the organizing agency or group planning and hosting the activity.  
  • Events that will NOT be permitted include:
  • Events designed to market a commercial product or service or
  • Events of a wholly social or business purpose unrelated to the education and charitable purposes for which the facilities are, by policy, made available.

What you are responsible for:

  • Expenses incurred as a result of your event (such as valet/parking attendant costs

NOTE: Events occurring outside of normal business hours or for groups larger than 30 people require additional planning and may be subject to additional expenses borne by the organization hosting the event. Please contact staff for more details.

Facility Information

The open air Eunice and Julian Cohen Courtyard can be used for receptions and has a voice amplification system and lighting for evening functions.

The first floor Edward and Lee Hill Snowdon Conference Room is equipped with a phone conference system, large wood table and chairs that will seat up to ten people.  The Conference Room is adjacent to the Edward and Lee Hill Snowdon Community Room II with doors that can be opened into the Snowdon Community Room.

The Snowdon Community Room, designed for flexibility, can be used as one large room or divided into two smaller rooms.  Both rooms open onto the courtyard.  They are equipped with state-of-the-art technology, including wireless internet access, projectors and screens for use with computers or VCR/DVD, modem connections, CD player, wireless and handheld microphones, and a ceiling voice amplification system.

For events requiring catering, a catering kitchen is adjacent to the Snowdon Community Room and has equipment for meal and beverage preparation and service by approved caterers.

 

Rooms Dimensions Sq. Feet Table Seating Theatre Seating
Snowdon Conference Room 21x18' 375 12 n/a
Snowdon Conference Room I 37x25' 925 60 60
Snowdon Conference Room II 44x25' 1100 70 80
Snowdon Conference Room I & II 81x25' 2025 124 124

 

Requests to use the facilities are considered on a first-come, first-serve basis.


To request the use of the facilities, for further information, please contact:


Danielle Cameron, Vice President of Development
Community Foundation for Palm Beach and Martin Counties
700 South Dixie Highway, Suite 200
West Palm Beach, FL 33401
561-659-6800 ext. 4503 (phone) | 561-832-6542 (fax) | dcameron@cfpbmc.org

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Danielle Blangy Cameron
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561.659.6800

"My decision to make a donation to the Community Foundation came down to trust. I knew that my dollars would be used to serve the community under the able stewardship of foundation staff."

Chris Locke
CPA, Boca Raton

 

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