Advisor Resources

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

Administrative Fees

Comparison Chart: Private Foundation vs. Donor-Advised 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:

Contributing to a Donor-Advised Fund

Bunching Donations in a Donor-Advised Fund

Giving Complex Assets

Giving Privately Held Business Interests

Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.

Giving Real Estate

Donor-Advised Fund Grant Guidelines: Helpful Tips for Using a Charitable Giving Account

ABOUT US:

2017 Annual Report

Who We Are

FOR FINANCIAL ADVISORS:

Financial Advisor Program
How our financial advisor investment program works, including steps to get started.

Financial Advisor Program Guidelines

ENGAGING WITH YOUR CLIENTS:

Giving Guide
Your clients can use this toolkit to develop strategies for their giving.

How to Talk Giving
Ideas for starting charitable conversations with your clients.