Our door is open: What happens when you meet with the team At the FM Area Foundation, we are honored to work with generous individuals and families like so many of you who've established funds to support the causes you care about and the needs of our community both now and in the future. We're also inspired by those of you who are getting to know the FM Area Foundation and considering establishing a donor-advised or other type of fund. Wherever you are in the stages of your philanthropic planning, the team at the FM Area Foundation is here for you and considers our relationship personal. That's why we welcome the opportunity to meet with our fund holders and prospective fund holders. Here are a few insights into what those meetings are all about. You can expect personal, dedicated service. Unlike financial institutions' donor-advised fund platforms, where access to a dedicated donor services team can be rare, the staff at the FM Area Foundation is here to help you every step along your charitable giving journey. Our team is happy to meet with you one-on-one, and we are also happy to join a meeting with you and your legal, tax, or financial advisor to assess your current situation and determine the best charitable tax strategy for you. This includes evaluating the best assets to give to your fund or funds at the FM Area Foundation, including publicly-traded stock and other noncash assets such as real estate or closely-held stock. We care about your intentions for your fund. The team at the FM Area Foundation wants to understand the areas of interest that are a priority for you, whether that's the arts, health care, social services, the environment, education, community development, or something else. We also want to understand the role you envision for the successor advisors you've named in the fund documentation, such as your children, who will make decisions about the fund when you are no longer living or able to manage the fund yourself.
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