At the Community Foundation, we make it easier for you to help meet your clients' charitable giving goals with donor-advised funds and other types of charitable giving accounts.
Click to download the following PDFs, or request hard copies of our materials to share with your clients.
ABOUT DONOR-ADVISED FUNDS:
Donor-Advised Fund Illustration
How Donor-Advised Funds Work In Three Simple Steps: Give, Grant, Grow
Donor-Advised Funds Make Giving Easy
Steps to Establish a Fund
SETTING UP A DONOR-ADVISED FUND:
Donor-Advised Fund Agreement
Your clients will use this form to establish a fund.
Investment Recommendation Form
Your clients can use this form to change their fund's investments.
Procedures For The Establishment And Operation Of Funds and Community Foundation Bylaws, Sections 31 through 43
Please provide this document to your clients upon establishing a fund.
USING A DONOR-ADVISED FUND:
Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.
FOR FINANCIAL ADVISORS:
Financial Advisor Program
How our financial advisor investment program works, including steps to get started.
ENGAGING WITH YOUR CLIENTS:
Your clients can use this toolkit to develop strategies for their giving.
How to Talk Giving
Ideas for starting charitable conversations with your clients.