Resources

Professional advisors (estate attorneys, CPAs, wealth managers, financial advisors and others) are our valued partners in charitable giving. These resources may help you assist your clients carry out their charitable wishes. And we are always available to talk with you about the best ways to achieve your clients’ charitable goals. Click on the PDF’s below for more information.

Administrative Fee Schedule

Agency Funds

Benefits of PF Working with CFTB

Common Misperceptions About Community Foundations 

Designated Funds

Donor Advised Funds

Donor Advised Funds Guidelines

Individually Managed Accounts Program

Legacy Funds

Ways to Give

Our Gift Acceptance Policy

Our Spending Policy

Sample Bequest Language

Stock and Cash Transfer Instructions