Resources for Charitable Planning

Staff at the Community Foundation can provide resources to help you meet your clients’ philanthropic goals. Below are some of the tools and solutions available for planning purposes and the different gift options available for making a donation. If you would like additional information, please contact us.

  • Bequests. See the Foundation's  sample bequest language to direct a bequest through your clients' will or living trust.
  • Transfers of Securities. Please contact staff for instructions for transferring clients’ publically-traded securities.
  • Gift Illustrations for Deferred Gifts. Staff are able to provide free, customized, confidential illustrations to meet unique client needs.
  • Expertise on a Wide Range of Assets. Foundation staff has the expertise to facilitate even the most complex gift arrangements. Find out more about current and planned asset options.
  • Presentations. Staff can keep your firm up to date on the latest charitable giving strategies and help you uncover opportunities that will save your clients money.