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The enduring partnership
between Ciccarelli Advisory
Services and the Community
Foundation of Collier County has
been instrumental in guiding our
client families towards meaningful
philanthropic engagement. CFCC
provides our advisory team with
innovative charitable giving
strategies and vital resources that
enrich our effectiveness in bringing
each client’s vision to fruition.
We fi rmly believe that the positive
outcomes of our actions today will
continue to have a profound impact
on our Naples community for
generations to come.

— Kim Ciccarelli Kantor,
CFP , CAP ®
®
CICCARELLI ADVISORY SERVICES, INC.
President

What is a qualifying charitable distribution?
First, the charitable distribution must be requested
from a traditional IRA (includes inherited, rollover,
non-contributory SEP IRAs).
Secondly, the IRA owner must contribute directly to
the charitable organization.
Third, the IRA owner must have reached age 70 ½
and the recipient must be a 501(c)(3) qualifi ed charity.

Ask your Professional Advisor about the benefi ts of
opening a charitable giving fund with the Community
Foundation of Collier County. We connect people
who care to causes that matter. For Good. Forever.
1110 Pine Ridge Road, Suite 200 Naples, FL 34108
Call us at 239.649.5000 to start the conversation. cfcollier.org | 239.649.5000