Professional Advisor Resources
We are proud to partner with professional advisors to help their clients make a gift to charities and causes they care about. By working together, we can impact today and transform tomorrow!
- Sample Language for Wills and Trusts (Coming Soon)
- Donor Advised Funds vs. Private Foundations
- Video: Community Foundations & Professional Advisor Partnerships- Nearly 100 Years Strong!
This video features Certified Financial Planner, Bryan Clontz, and Attorney/Certified Financial Planner, Peter L. Peterson, and their personal accounts on how to use the community foundation as a tool for their clients' estate plans.
- Eight Reasons Why People Will Give to a Community Foundation But Not Directly To a Charity (Coming Soon)