Resources for Professional Advisors and their Clients

planned givingThe Community Foundation for Northern Virginia launched a new portal about planned giving today as a resource to local professional advisors and their clients, available at  The materials available include estate planning calculators, wills guides, pertinent news and articles, and information about taxation and giving, major gifts, deferred gifts, specific kinds of property gifts, and charitable deduction methods.  The Community Foundation partnered with Crescendo Interactive to prepare and maintain this content.

“The Community Foundation values its relationships with local professional advisors and wanted to provide a resource that would be helpful for them to share with clients about planned giving,” said Eileen Ellsworth, President of the Community Foundation for Northern Virginia.  “We hope these materials will not only be useful to professional advisors and wealth managers, but will also help donors with the capacity to do so to consider leaving bequests to 501(c)3 charitable organizations in their wills to benefit causes they care about most.”

Community Foundation staff are happy to schedule personal meetings to share these materials and provide philanthropic support for donors looking to make a difference and leave a lasting legacy.