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.
Portfolio of Presentations
In addition to digital resources, we are also available for personal presentations. Our Donor Services Team has a number of presentations tailored to the unique needs and interests of different types of donors. We’d be happy to set up a time to meet with you or your clients.
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.