Tools, Forms & Resources

More Information for Professional Advisors

• Log in to Planned Giving Design Center to see the latest news on planned giving and use the gift calculator to estimate tax benefits.
• To help you learn how to utilize the services of ARCF, download our Professional Advisor Brochure 
• You can order quantities of the Planned Giving Brochure to help your clients understand their giving options.
• Use this sample bequest language  as a guideline for drafting client documents.
• Download the New Fund Information Form  your clients will fill out to establish their fund or endowment.