Advisors
We are your partner, your resource.
Achieve your client's financial and philanthropic goals,
strengthen the relationship with your client,
and open doors with charitable giving conversations.


Donald A. Capretz, A Professional Law Corporation

"For charitably inclined clients, we discuss various options which includes the advantages of using Community Foundation of Acadiana (CFA). CFA is considered a public charity created by and for the people in our regional area which means:

  • Gifts to it are tax-deductible to the maximum extent allowed by law
  • CFA is exempt from excise tax and is free of many of the administrative costs and restrictions applicable to private foundations
  • Often the associated accounting, tax and legal expenses are less using CFA rather than a private foundation
  • The minimum annual distributions of private foundations is roughly 5% of the average monthly fair market value of assets whereas CFA does not have this 5% yearly distribution requirement

Using a donor-advised fund at CFA, you can make a donation to your fund, receive a tax deduction in the year of the donation and then you and your family may suggest the charity (charities) to receive those funds in future years. CFA may make grants to any 501 (c) (3) charity in the United States.

CFA is a valuable tool for the client who has philanthropic goals."

Donald A. Capretz, A Professional Law Corporation


E. Larry Sikes; Darnall, Sikes, Gardes & Frederick

Professional advisors can offer clients many alternatives, in addition to tax-advantages, by working through Community Foundation of Acadiana verses commercially charitable funds and private foundations.    
 
The Foundation partners with professional advisors by offering many tools for developing a charitable plan that achieves their client's philanthropic and financial goals.
 
It is convenient and strategic to work with the Foundation. Use the experience of our professional staff by maximizing time and efficiency, receive low administrative fees, personal one-on-one service, receive comprehensive information of the investments, review your clients' summarized giving in quarterly statements. No matter the objective, the Foundation is flexible and creative to achieve your client's goals.
 
From retirement assets, to property, to trusts -- we offer clients the ability to leave a legacy.
 
Click here to compare options, including Community Foundation of Acadiana.

2016 Professional Advisors Cabinet

Camille Bienvenu Poché, Chair
    Babineaux, Poché, Anthony and Slavich,
    L.L.C.
David C. Edmond
    Postlethwaite & Netterville, APAC
John P. Armato
    Darnall, Sikes, Gardes & Frederick
Robert Chachere Foard
    Morgan Stanley
Kyle McGinley Bacon
    Jones Walker LLP
Richard D. Fruge
    Whitney Bank
Alan K. Breaud
    Breaud & Meyers
Lyle Edward Girouard
    Greene's Energy Group, LLC
Donald A. Capretz
    A Professional Law Corporation
Todd J. Hoffpauir
    Iberia Wealth Advisors
Dorothy M. Clyne
    J. P. Morgan Private Bank
Brandon L. Hyde
    Whitney Bank
Blake R. David
    Broussard & David, LLC
Lawrence L. Lewis
    Onebane Law Firm
O. Taylor Davis
    Northwestern Mutual
John H. Pucheu
    Pucheu, Pucheu & Robinson, L.L.P.
James H. Dupuis
    Wright Moore Dehart Dupuis & Hutchinson
    CPA's
Frank S. Slavich
    Babineaux, Poche, Anthony & Slavich,
    LLC



   

 

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