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Advisor Resources

The Community Foundation is proud to maintain strong relationships with professional advisors throughout the region. We hope you will find the following resources helpful as you work with your clients to determine if the Foundation can be a good fit for their charitable and tax planning needs.

Frequently Requested Documents


Ways to Give
Learn about the wide range of gifting options that can be used to establish or add to a named charitable fund.

Options for Private Foundations

Learn why families with private foundations have chosen to work with the The Community Foundation.

Bequest Language
Learn how to ensure that giving patterns established during your lifetime will continue into the future.

Investment Partnership with Spider Management Company

Learn about the unique partnership between the Foundation and Spider Management Company and our shared investment philosophy.

The Community Foundation Compensation
Learn about our policy on general support from component funds.

21 Questions about Donor Advised Funds
Find answers to common questions related to establishing a fund, investments and fees, and grantmaking.

Donor Xpress: Online Access to Your Fund
Learn about our secure online portal for reviewing your fund.

Tax-free Charitable IRA
Learn how the IRA can serve as a powerful tool in your philanthropy.

The Community Foundation's Value Proposition
Learn how TCF can enhance your philanthropic experience through customized programs and resources.