Our community is home to a wide range of skilled financial planners, CPAs, attorneys, trust officers and other professionals. Community First Foundation is fortunate to partner with many of you to support the philanthropic goals of your clients. This toolkit provides a selection of materials to facilitate that process.

Marketing Materials

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

Donor Advised Funds at Community First Foundation brochure >

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) >