Advisor Resources



Your local community foundation can support you and your clients at every step in the charitable giving process. The following resources are available for you to view and download.


Tools for Professional Advisors   Wealth Management Articles  
Tools for Professional Advisors ARCHIVES >
National Promotion

04.02.2004


Comparing Four Approaches to Giving

09.26.2003


Charitable Gift Calculators

09.21.2003


Seven Questions for Estate and Financial Advisors

09.18.2003


Wealth Management Articles ARCHIVES >
Philanthropic strategies with concentrated portfolios: Giving stock through community foundations

08.18.2004


Investing in community: Survey reveals a growing desire among the affluent to make charitable contributions

05.30.2004


Unearthing charitable dreams: Donating real estate through community foundations

05.30.2004


Advising Hands-on Donors: Partnering with Community Foundations to Support Venture Philanthropy

03.18.2004


Advisor Resources