How to Set Up a Fund

The Community Foundation exists to help caring people give back to the causes and community they care about most. We make giving to our organization easy and effective, especially through professional advisors.

Where to start?  Print and complete our Professional Advisor Questionnaire  This will ensure your client considers all possibilities for their giving, along with their level of involvement once the gift is made.  Working with the Community Foundation allows you to focus on your client’s financial requests; and for us to focus on the perpetuity of the gift, tax advantages, increased returns on giving investment, and sustainable visibility.

Our NEW electronic library of printable booklets is now available!

e-Booklets

The e-Booklet Library contains information on planned giving topics from gifts in your will, to year-end planning.  Documents are updated in January and July of each year, to ensure proper legal documentation has been amended, and at such time of legislative changes.

Provided by our partners at Endowment Development Services.