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.

Our Account Types and Fees

Our Gift Acceptance Policy

Our Spending Policy

Sample bequest language

Sample letter from IRA Owner to IRA Administrator for IRA Charitable Rollover

Securities and cash transfer instructions