Navigating Clients' Charitable Giving Options

When a client’s needs involve charitable giving, The Community Foundation can partner with professional advisors to help them achieve their charitable goals.  Asheville attorney John Kelso has been working with CFWNC since he started practicing law in 1997. 

John's primary hobby is motorcycling; he enjoys riding different types of motorcycles as long as they're quiet and not too fast. John and his wife, Amy, have two sons who are both involved in tennis, so many weekends are spent watching tennis tournaments.  
John’s estate planning and administration practice focuses on wills, trusts and powers of attorney.  He also advises clients on more sophisticated planning with charitable trusts, insurance trusts, business succession and structured gifts.

“Attorneys, CPAs and other advisors I worked with told me about the Foundation,” says John. “And, many of my clients worked with or knew about the Foundation.  It is remarkable that CFWNC is so consistent in the high quality of its services and relationships, both with donors and professional advisors.” 

“People can consult with the staff without feeling they are going to be pressured to make a donation or set up a fund,” he continues. “Some people benefit from simply talking with the staff about their areas of charitable interest. They learn new information about needs in that area, the organizations doing the work, maybe the history of prior projects that have succeeded or not, and other issues that may not be obvious unless you have deep involvement and understanding.” 

“Part of the Foundation's mission is to encourage philanthropy in the community, regardless of whether that philanthropy flows through the Foundation,” he says.  “Working with the Foundation is an opportunity for my clients to connect with bigger community efforts.”  

CFWNC has earned my respect and gratitude by treating my clients just as I would – with integrity, creativity and care. They really do a great job.
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