Advisor Tools

The staff of The Community Foundation has been working with professional advisors for over 35 years helping your clients make their philanthropic goals a reality.

Consultations
We are ready to help you better serve your clients by sharing the most current information about charitable giving and the advantages of planned giving.

Trust Examples
The Community Foundation can help you provide your clients with charitable gift planning scenarios. Using Crescendo software, deduction calculations are available for gift annuities, remainder trust and lead trusts.

GiftLaw Enewsletter
Stay abreast of the latest government regulations that could affect you and your clients. Sign up to receive our weekly e-newsletter featuring news and articles about planned giving.

We can provide you with the tools and resources to ensure your clients receive the full benefits of their contributions while supporting the charities they care about most.