A Professional Advisor’s Perspective: CPA Jeff Shanyfelt
Arkansas Community Foundation is a true partner to professional advisor Jeff Shaneyfelt. “After I make the initial introduction, the Foundation takes charge and walks the client through how the fund will be set up,” Shaneyfelt said. “I don’t have to come up with the game plan, but they keep me involved throughout the process,” he said.
“Some of the funds I help set up for clients through the Foundation are quite routine, but other transactions involve unique funding sources that allow my clients to keep their tax advantages in place,” Shaneyfelt said. The fact that clients can choose the specific charities or fund categories in which they have a personal interest also attracted him to ARCF.
In addition to professional services and knowledge, Shaneyfelt appreciates the caring and understanding exhibited by ARCF staff when they recently helped set up a memorial fund for a couple whose 18-year-old son had been killed in an accident.
“I’ve been thoroughly convinced of the integrity and professionalism of the Foundation by the way they take the process from beginning to end.”
