Giving Vehicles and Investment Options at a glance
Tools & Resources
Advisor Toolkit
Download any or all of the resources in our toolkit, designed to enhance your work with charitable clients. And, do not hesitate to call us with questions or for more tailored consultation.
Sample Trust or Bequest Language
Charitable Gift Annuities
Charitable Remainder Trusts
Future Gifts of Retirement Fund Assets
Donor Advised Funds
Unrestricted, Field of Interest, and Designated Funds
Investment Policies (updated quarterly)
Endowments and Spending Policy
"My clients and I have utilized the Foundation for more than 20 years. The staff is professional, prepared, and easy to work with...no organization is better informed."
- Paul A. Silver, Esq., Hinckley Allen