Professional Advisors

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.

Giving Vehicles and Investment Options at a glance

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 organization is better informed."

- Paul A. Silver, Esq., Hinckley Allen