Professional Advisor Resources
As you work with clients to meet their charitable and financial goals, the Community Foundation is here to work alongside you. Below you will find resources on ways we can work together, unique opportunities available through the Community Foundation and more.
Charitable Considerations for Your Clients
The articles below may serve as resources as you consider the variety of ways we can partner with you to meet the unique financial and charitable goals of your clients.
- Talking with Your Clients About Charitable Giving
- Charitable Giving Planning for Business Owners
- Not Exactly Giving Away the Farm
- Changes to the IRA Charitable Rollover
- A Farmer’s Guide to Year-End Giving
- Creative Strategies to Use Agricultural Assets for Retirement Income and Charitable Giving
- Estate Planning with Charitable Giving Funds