Tools and Resources

We are pleased to offer the following tools and resources to help you build your client relationships by discovering the best ways to meet their philanthropic goals.

Tips, Tools & Resources:

How to set up a Fund with the Foundation

The benefits of gifting appreciated securities

Forms for your client to donate appreciated securities for maximum tax advantage

Sample wording for charitable bequests in Wills

Professional Advisor e-Resource

❱ Professional Advisors

❱ Benefits of Partnership

❱ Tools and Resources