Resources for Professional Advisors
Professional staff at the Community Foundation ensure your clients achieve the greatest impact in their giving. Our tax friendly practices mean your clients get the maximum tax benefits possible.
- Use this sample bequest language [PDF] as a guideline for drafting client documents.
- Download the New Fund Information Form [PDF] your clients can use to create a fund or endowment at the Community Foundation.
- Find out how creating a fund at the Community Foundation compares [PDF] to establishing a separate private foundation.
- Explore the Fund Types and Giving Options available to your clients