Free Resources – Financial Advisors
Free resources for financial advisors can help you determine:
- How do I start a charitable conversation with my client about charitable giving?
- When Does Using the Community Foundation Make Sense For My Client? (PDF)
- What are charitable options for my business clients?
- Why a Community Foundation fund might be a better option to a private foundation
- Types of gifts
- Brochure for Professional Advisors
- Handout for your Clients
- Overview and schedule of fees
- Investment Objectives
- IRS website
Disclaimer: The tax, financial, and legal requirements for charitable gifts vary and are often specific to individual circumstances. Please refer your client to certified advisors with specific legal, tax, or financial questions.