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Safeguard Assets and Support Local Charities
A Professional Advisor’s Perspective: CPA Joe Woosley of Hot Springs  | A professional advisor who has years of experience in managing client assets, Joe Woosley appreciates the benefits Arkansas Community Foundation brings to his practice and to his clients. “It provides a way to safeguard assets through independent and controlled, proper investment practices,” Woosley says. A principal in the Hot Springs CPA firm of Jordan, Woosley, Crone & Keaton, Ltd., Woosley helps his clients set up different types of funds, depending on their needs. Some clients want to help determine what charities receive the benefits of their funds, while others desire input from the ARCF local affiliate office--Hot Springs Area Community Foundation--on the most pressing charitable needs. | “Most every client has a church group or a nonprofit that they want to assist,” says Woosley. “When they transfer the legal responsibility for a portion of their assets to Arkansas Community Foundation, they are confident their money does what they really want it to do.”Woosley commends the ARCF staff for their understanding of the rules, streamlining the paperwork, and saving him time. “We want to be efficient in the way we help people make their charitable gifts,” Woosley says. “We feel a community responsibility to help the charities as well as our clients, and I feel really good when we can do both through Arkansas Community Foundation.”
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Enhance Client Understanding and Make the Job Easier
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They Walk with You Every Step of the Way
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