Free Resources – Attorneys
Free resources help you determine:
- How do I start a conversation with my client about charitable giving?
- When Does Using the Community Foundation Make Sense For My Client? (PDF)
- How to create a lasting legacy for your client through their will
- Types of gifts
- The benefits of using non-cash assets to fund a gift
- Charitable gifts that pay income
- Charitable gifts that protect assets
- Types of funds
- Notifying the Community Foundation
Other Links
- 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.