Resources for Advisors
- Solutions for Your Clients - Learn how we can help you help your clients structure tax-wise gifts and more. Download
- Why Work With Us? - Five ways we can simplify your client's giving and maximize their impact. Download
- Open a Fund Online – Review the online form your client will complete to establish a fund at the Foundation.
- Plan Now, Give Later – Information appropriate to share with your clients on strategies to include charitable giving in their estate or financial plans including gift calculators. Learn more.
Helpful Bequest Language
Charitable Giving and Your Will