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Toolkit & Resources 2021-01-18T18:47:53+00:00
planned giving community foundation

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

professional advisors toolkit foundation

SHOULD YOUR CLIENT GIVE?

professional advisors community foundation

CHARITABLE FUND OPTIONS

charitable fund options

CONVERSATION STARTERS

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COMPARE CLIENT OPTIONS

SAMPLE BEQUEST LANGUAGE

LEGACY GIVING

CREATING A FUND

Talk with us today.

Our professional 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 of Donor Services
715.845.9555