Professional Advisors

The Planned Giving Design Center - a national network of hosting organizations that proudly provide over 23,000 members with timely, objective content on the subjects of charitable taxation and planned giving; an engaging community; and a collection of services aimed at facilitating charitable gifts. A free online resource!
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Important Resources at Your Fingertips

• Comparing a fund at the Community Foundation with other charitable vehicles. Your number one tool to use with clients!
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• Donor Advised Fund Sample Fund Agreement
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• Scholarship Fund Agreement
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• Charitable Remainder Trusts
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• Fund Statement Example
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• Benefits of Establishing a Fund
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• CFCG Publications: Annual Reports, "Partners in Philanthropy," Newsletters, and Press Releases
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