All of the PDFs below can be downloaded, printed and given to your clients. This will help you better explain to your clients what a community foundation is, how it works and how they will benefit from using us for their charitable giving.
The following articles were created by the National Marketing Action Team, a collaboration of the Council on Foundations and Community Foundations of America.
“The Community Foundation: A Charitable Giving Vehicle for High-Net-Worth-Individuals”
An article in the May Philanthropy issue of “Investments and Wealth Monitor Magazine."
Talking Giving: Five Steps to Discussing Philanthropy with Your Client
Five steps to start the conversation about philanthropy with your clients.
Clients Seek Better Philanthropic Advice
A recent survey suggests that many affluent clients would like their financial advisors to provide more philanthropic guidance
Year-End Check-Up: Reviewing Your Giving Plan
Review your client's giving plan at year-end to help ensure their gifts are achieving their philanthropic goals.
Taking Philanthropy Public
How to make the sale of a business benefit your community
Terminating a Private Foundation
Managing a private foundation is time consuming and expensive. Learn why many are closing and how to avoid mistakes with a private foundation.
The Mechanics of Terminating a Private Foundation
In 2002, the IRS clarified and simplified this process as explained in this article.
For more articles please visit: The Council on Foundations and Community Foundations of America.