The folllowing materials were developed by the Community Foundation to help individuals, families, and businesses achieve their charitable and financial goals. The descriptions of various giving strategies include sample scenarios, benefits for donors, and financial details.
If you would like printed copies of any of these materials to give to your clients, please contact Danielle Cameron at 561-659-6800.
Bequest Language
Why a Donor Advised Fund?
Sample charitable IRA rollover letter to IRA administrator
