Advisor Toolkit

Our toolkit is designed to enhance your work with charitable clients. Download any of the following resources, and do not hesitate to contact us with questions.

Giving Guidelines - A complete summary of the various ways to give, the types of funds at The Community Foundation, and important policies, procedures and benefits associated with establishing and maintaining a charitable fund.

A Comparison of Philanthropic Vehicles- Comparing donor advised funds, supporting organizations and private foundations.

Open A Donor Advised Fund - Learn how to make tax-deductible charitable contributions immediately while identifying nonprofit beneficiaries over time.

Sample Bequest Language - Sample language to use with your clients.

IRA Designation Letter - Sample letter to use with your clients.

Stock Transfer Instructions - For timely and accurate processing of stock transfers to The Community Foundation.

Charitable Gift Annuities and Gift Calculator - Your client arranges a generous gift to your community while receiving a new income source for life.

Charitable Remainder Trusts - Your clients receive income for the rest of their lives, knowing that whatever remains will benefit the community.

Pooled Income Fund - For highly appreciated stock, a Pooled Income Fund may be an effective strategy to achieve charitable goals, increase income and save on taxes.

Investment, Endowment and Spending Policies

Administrative Fees

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Free Advisor Resource Center

Tax policy, case studies, news from Washington, planned giving insights and more. This complimentary resource, powered by GiftLaw, is designed for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. Sign up for The Foundation's monthly advisor e-newsletter.

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How Can we Help?

Liana Garcia

Director of Gift Planning

203-974-1646

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