Resources for Professional AdvisorsWe 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 tools to help you get started.
Tools to help your clients’ understand the difference between a Private Foundation and a Donor Advised Fund:
- Comparison Chart: Private Foundation vs. Donor Advised Fund
- Transferring a Private Foundation to a Donor Advised Fund
Download a brochure about working with the Community Foundation for clients
Tools to support your clients’ interest in opening a fund:
If you have questions about our donor options that have not been answered in this section, please contact us for more information.