To assist you with issues related to gift planning, the Community Foundation offers the following services, for which there is no cost or obligation:

• Confidential consultations with you, your clients and your colleagues on ways the Community Foundation can help meet financial and charitable objectives.  No question or scenario is too simple or complex. 
• Access to an electronic newsletter to keep you informed about charitable tips, trends, case studies and other important community information. Click here to sign up if you wish to receive periodic updates by e-mail.
• Provide trust and annuity illustrations with details about the available tax deduction, cash flow projections and capital gains savings for clients exploring the benefits of a life income gift. 
• Drafting customized fund agreements or giving plan proposals. Click here for more information on different grantmaking fund options.
• A Professional Advisor Resource Center (under development) with template documents related to the various ways your clients can give through the Community Foundation.  Until this center is complete or to request specific help that may not be provided, contact our staff.
• Simplify the transfer of all types of property, from cash and appreciated securities to life insurance to real estate and more. 
• Group presentations to firms or practice groups, membership organizations or civic clubs on topics ranging from charitable and planned giving options (and associated benefits) to community needs and initiatives. 

If you would like to discuss an idea you have or to arrange for any of these services, please contact Erin Stephenson by e-mail or at 327-3805.