Advisor Resources

Professional Advisors Toolkit

Everything you need to know about working with the Community Foundation to meet your clients’ charitable goals, from getting started and choosing a fund type to sample language and agreements. Click here to download a copy of our Professional Advisor's Toolkit.

Gift Acceptance Policy

This policy serves as a rough guideline of the types of gifts accepted by the Community Foundation. Acceptance of these gifts, and exceptions, may vary on a case by case basis and must be approved by the Board of Directors.  Click here to download a copy of our Gift Acceptance Policy.

Fiscal Responsibility

Learn More