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Advisor Resources

A charitable giving toolkit for advisors

Giving Resources to Download and Share

As an advisor, you are integrally involved in your clients’ financial plans. The Foundation’s resources and knowledge are available to support any philanthropic solutions that your clients’ need. We’re here to partner with you, allowing you to focus on the big picture of your clients’ financial future, while we deal in the philanthropic details.

This toolkit was made just for you. Feel free to download, print, and share these resources with your clients. In particular, be sure to check out our Donor Advised Funds, the fastest growing type of fund in the nation.

Questions? We’re here to help.
Kelli Cavey

Donor Services Specialist

In the Toolkit

Advisor Resource Book

A full overview of our fund types, donor resources, and legacy planning options.

Donor Advised Funds

The most popular vehicle for charitable giving, with many tax benefits and giving flexibility.

Charitable Checkbook Fund

An overview of our simplest way to get started giving with the Foundation.

Investment Options & Returns

Updated quarterly, this provides the latest details of our investments.

Fund Comparison Guide

A side-by-side comparison of our most popular fund types, including Donor Advised Funds.

Types of Assets to Gift

A detailed list of assets that a donor can gift to a fund with the Foundation.

Charitable IRA Rollovers

Ways to turn an IRA into charitable dollars with the Foundation during your lifetime.

Planning Your Client’s Legacy

All the factors to consider and options available within our legacy planning services.

Frequently Asked Questions

A quick read to answer the most common questions advisors have for us.

Join the Giving