Our community is home to a wide range of skilled professional advisors. Community First Foundation is fortunate to partner with many of them in a variety of ways. Through our Professional Advisors Council advisors serve as a Foundation resource. They offer insights into the changing work of philanthropic giving and help us work together to address their clients’ philanthropic goals. Below are several tools that support Professional Advisors and their clients.

Marketing Materials

Community First Foundation: An Advisor’s Trusted Partner (pdf) >

Donor-Advised Funds at Community First Foundation (pdf) >

When to Set up a Donor-Advised Fund (pdf) >

Planned Giving Options and Legacy Society (pdf) >

Documents

IRS 501(c)(3) Determination Letter (pdf) >

Forms

Donor-Advised Fund Gift Application (pdf) >

Donor-Advised Fund Guidelines (pdf) >

Resources

Calculator, References and Tools >

Bequest Language for Community First Foundation >

Donor Bill of Rights (pdf) >