Here you’ll find our Toolkit; additional resources that you may find helpful as you speak with your client about the Community Foundation.
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- What is a Community Foundation?
- Types of Funds
- Establishing a Donor Advised Fund at the CF vs. Setting Up a Private Foundation
- Characteristics of Endowed vs. Unendowed Funds
- Suggested Bequest Language
- Gift Acceptance Guidelines
- Investment Policy
- Historic Rates of Return on Investments
- Fact Sheet: The Community Foundation for South Central New York
- Board of Directors and Staff
- Stock Donation Instructions
Links You Might Find Helpful: