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.