Factsheets and Tools

We know you are busy with your various clients and their various needs. We want to be your resource in charitable giving, so here are a few fact sheets and other tools to help you get started.

Private Foundation vs. Donor Advised Fund
Transferring a Private Foundation to a Fund

Brochure about working with the Community Foundation for clients

If you have questions about our donor options that have not been answered in this section, please contact us for more information.