While our Guide to a Thriving Community can be viewed online, we'd love for you to have a printed copy. Request a copy.
Our charitable estate management services allow individuals to create a highly-customized plan for the charitable portion of their estate - making things simple for the estate financial representative, and ensuring the individual's wishes are met beyond their lifetime.
Field of Interest Funds allow your client to identify the needs in the community they care about most, while allowing the Community Foundation to identify the best possible community investments to meet those needs. Field of Interest Funds are also a great way for your client to support causes they care about beyond their lifetime as the organizations working on those issues will likely change over time.
Worksheets Commonly Used by Professional Advisors and Clients
Click below to download.