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Advisor Resources

The Community Foundation is proud to maintain strong relationships with professional advisors throughout the region. We hope you will find the following resources helpful as you work with your clients to determine if the Foundation can be a good fit for their charitable and tax planning needs.

General

Why work with us?
Learn how the Community Foundation can enhance your philanthropic experience through customized programs and resources.

Ways to Give
Learn about the wide range of gifting options that can be used to establish or add to a named charitable fund.

Options for Private Foundations

Learn why families with private foundations have chosen to work with the the Community Foundation.

Bequest Language

Learn how to ensure that giving patterns established during your lifetime will continue into the future.

2018 Community Impact Grants Summary
Read about the Foundation's community impact grant program and our four focus areas.

Gifting a Closely Held Business
Learn how to maximize your philanthropy by funding a charitable fund with pre-sale shares of your closely held business.

 

Donor Advised Funds
20 Questions about Donor Advised Funds
Find answers to common questions related to establishing a fund, investments and fees, and grantmaking.

Investments and Financials

2018 Investment Options

2018 Investment Recommendation Form 

Community Foundation Charitable Fund Fees
Learn about our policy on general support from component funds.

Signature Fund Overview
Learn about the Signature Fund, our primary investment pool managed by Spider Management Company.

Index Pool Options
Learn about index pool investment options with lower investment management fees.

Individually Managed Funds
Work with a trusted financial advisor while benefiting from donor and grantmaking services from the Foundation.

Community Foundation Charitable Fund fees
Learn about our fee structure and schedule.

Charitable IRA

Tax-free Charitable IRA
Learn how the IRA can serve as a powerful tool in your philanthropy.