Charitable Planning

For Professional Advisors

The Community Foundation can provide you with resources you need to help you meet your clients’ philanthropic goals. Below are some of the tools and solutions we have available for planning purposes and the different gift options your client has in making a donation. If you would like additional information, please Contact us.

 

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