What sets us apart?

The Uplift Foundation (“Foundation”) amplifies charitable giving, helping donors make meaningful and lasting impacts on the cause closest to their heart while simplifying the giving process. We work with financial advisors, accountants, attorneys, and other advisors to help their clients find the right solutions for their philanthropic needs.

  • Our foundation is built for a singular cause. We seek to maintain Uplift Charity in their continued effort to provide 100% of all Zakat funds to those in need.

  • We accept a wide range of assets, including public securities, real estate, privately held business interests, cryptocurrency, and more.

  • Philanthropy: Uplift Charity has operated since 2006 and has helped many disadvantaged clients in Southern California. The extension of the Foundation in this family aims to continue this effort and provide a long-term solution to operational

    expenses.

  • We forge strong relationships. Our job is to equip you with information to see how our funds are used so that future generations will carry on charitable legacies.

    We are local and only a phone call away for anything you or your clients may need.

Identify Your Ideal Clients

Your clients have diverse backgrounds and experiences, and many of them may be an ideal fit for the Foundation:

  • Want to create and leave a legacy for future generations.

  • Desire a charitable tax deduction now with the flexibility to make distributions in the future.

  • Are holding appreciated assets (publicly traded securities, real estate, business interests, or other complex assets) and have capital gains tax exposure.

  • Have interests in or plan to sell a privately held company.

  • Want to ensure the privacy of their wealth and charitable giving or operate with complete anonymity.

  • Have a private foundation and seek a strategic partner to support their mission and giving plan.

Accountants

A Solution to Maximize Both Charitable Giving and Tax Savings

Once a donor-advised fund is funded with your client’s donation of cash, stock, or complex assets, those contributions offer maximum tax benefits to your client and simplified documentation for you.

  • Gives your clients the same tax advantages as donations to any 501(c)(3) charitable organizations.

  • Allows your clients the flexibility to make distributions over time to their chosen charities without the minimum annual distribution requirement that applies to private foundations.

  • Allows your clients to limit capital gains tax on gifts of appreciated assets.

  • Simplifies your clients’ tax reporting by reducing the tracking of gifts to multiple charities.

Special Tax Incentive - Qualified Charitable Distributions from IRAs

If you work with clients aged 70.5 or over who want to make qualified charitable distributions (QCDs) from their IRAs, your clients can designate a charitable fund as a beneficiary. A QCD can satisfy your client’s required minimum distribution (RMD) of up to $100,000 and help your client avoid taxable income.

Appreciated Assets

Are your clients holding appreciated assets? Do they have potential capital gains tax exposure or plan to sell a privately held company? If so, they may be a good fit for their charitable tax-planning.

Attorneys

Create and Sustain Your Clients’ Legacies with Donor-Advised Funds

Donor-advised funds make it easy for your clients to support their favorite charities as a part of their estate plan and engage family members to carry on their legacy of giving.

An OCCF donor-advised fund allows your clients to:

  • Make a meaningful impact on the causes closest to their hearts.

  • Complete complex charitable transactions.

  • Create legacy guidelines to provide insight into their future charitable intentions.

  • Gain access to a knowledgeable team of professionals who will help empower them to become stronger philanthropists.

  • Name successor advisors to their fund, including their children and grandchildren.

  • Create next-generation philanthropists while you enhance your relationships with your clients and their heirs.

Special Estate Planning Incentive: Name Your Clients’ Fund as a Beneficiary of their Wills or Trusts

You may have clients who want to name their fund as a beneficiary of their wills or trusts, life insurance policies, or retirement plan accounts. Without the proper language, your clients’ wishes may not be fulfilled as they intended.

Financial Advisors

If charitable giving is part of your client’s financial plan, consider discussing establishing a donor-advised fund or another type of charitable giving account.

A donor-advised fund can:

  • Enable your clients to limit capital gains tax on gifts of appreciated assets.

  • Allow your clients to take the maximum tax deductions allowed by law for their charitable donations.

  • Provide your clients the opportunity to combine two or more years of charitable contributions into one year, itemize deductions for that year, and take the standard deduction the other year(s).

  • Permit Individually Managed Funds (so you can continue to manage the assets in your clients’ donor-advised fund). 

Special Planning Opportunity: Name Your Clients’ Fund as a Beneficiary of Retirement Plans or Life Insurance Policies

If your clients have life insurance policies or retirement plan accounts and want to leave a portion of their assets to charity through their estate, you may advise them to name their fund as a beneficiary. This will allow them to continue their charitable legacy without tying up the funds in probate or a trust contest.