Advisor Toolkit

All the information you need to guide your clients, in one convenient place.

The Right Tools for the Job

We’ve created this convenient, fast-access toolkit, designed to help professional advisors like you find the information to guide your clients along their philanthropic journey. Here you’ll find helpful resources, information sheets and forms for you and your clients—including fact sheets, easy-to-understand explanations, fund agreements and more.

On behalf of all of us at the Community Foundation, thank you for your continued partnership.

For more information, please contact:

Christy Eckoff
Managing Director, Philanthropic Counsel