Advisor Resources The following resources are available as PDF files for you to view and download. You will need Adobe Reader to view these files. If you do not have Adobe Reader, you may download a free version by clicking on the icon at right.

Advisor Articles Advising the Charitably Minded Client—The Advised Fund Option: An Alternative to the Private Foundation, Michigan Probate and Estate Planning Journal, Winter 2005

Advisor Tools

Giving advice on charitable giving Listening for charitable opportunities Comparing four approaches to giving Optimizing charitable giving Deciding to give

Ways to Give Handouts you can use with your clients that describe charitable funds and instruments available through your local community foundation.

Charitable Funds Overview Unrestricted Field of Interest Designated Designated (for nonprofits) Scholarship Donor Advised Donor Advised (Family) Donor Advised (Business) Supporting Organization Charitable Instruments Overview Bequest by Will Charitable Gift Annuity Charitable Lead Trust Charitable Remainder Trust Charitable Assets IRA Assets: Opportunity of a lifetime & IRA worksheet Real Estate Appreciated Stock Life Insurance

Ideas for Giving Donor scenarios that illustrate how individuals, families and businesses can use a community foundation to accomplish their charitable goals.

Giving Back and Staying Involved Creating a Family Tradition Helping Companies Do Good Things for People Connecting to Community Your IRA: Taxes or Charity Making the Gift of a Lifetime

There's so much more we'd like you to know. Your local community foundation can help you help your clients achieve their charitable giving goals. We welcome the opportunity to work with you. Find your local community foundation.