Resources for Advisors
Professional Advisors
We can help your clients act on their good intentions for our community. Our Guide for Professional Advisors and their Clients (COMING SOON) is a good place to begin. You may download the entire Guide or simply select the topics you need right now.
Resources referenced below will soon be available.
- What is a Community Foundation?
- Community Foundation vs. Private Foundation
- Getting to Know Your Community Foundation
- Types of Funds
- How to Create a Fund
- Fund Administration (and Fees)
- Ways to Give
