TOOLKIT & RESOURCES

Toolkit & Resources 2021-06-14T15:53:24+00:00

Advisor Toolkit & Resources

Our goal is to equip you with resources that help you accomplish your clients’ financial and philanthropic goals in a uniquely personal way.  Utilize and download the toolkit documents below, designed to help you find the information you need to guide your clients along their philanthropic journey.

BENEFITS OF CFONCW

community foundation benefits

SHOULD YOUR CLIENT GIVE?

professional advisors community foundation

CONVERSATION STARTERS

conversation starters community foundation

CHARITABLE FUND OPTIONS

available funds foundation

COMPARE CLIENT OPTIONS

SAMPLE BEQUEST LANGUAGE

LEGACY GIVING

CREATING A FUND

Talk with us today.

Our staff is here to help you find a philanthropic solution that’s
right for you and guide you through the process of getting started.

Karla Lodholz DIRECTOR DONOR SERVICES

Karla Lodholz
Director of Donor Services
715.845.9555