Professional Advisors Handbook

Attorneys, estate planners, accountants, insurance professionals, trust officers, and consultants in the financial service sector can use this section to guide their clients to consider the intrinsic values of charitable gifts, their advantages and the intangible benefits to donors and their successive generations.

Beyond the information displayed in this guide, the Community Foundation offers itself as a free professional resource to advisors and their clients.

We will work with you to answer questions, resolve concerns, and design funds that positively address your clients’ community and philanthropic interests.

Your inquiries are kept confidential, just as our anonymous donors’ identities are protected. Please call (740) 774-GIFT (4438) or send initial e-mail correspondence to scott AT crcf.net

• To View the Entire Professional Advisor’s Handbook in a .pdf.
• Download Sample Fund Agreements
• Download Policies concerning Donor Advised Funds