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.
Benefits of PF Working with CFTB
Common Misperceptions About Community Foundations
Donor Advised Funds Guidelines
Individually Managed Accounts Program
Stock and Cash Transfer Instructions