Giving & Investing

Resources for Professional Advisors

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 tools to help you get started.

Tools to help your clients’ understand the difference between a Private Foundation and 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.