Tools for you and your clients.

There are many ways we can support you and your clients. To learn more about what the Community Foundation offers, check out our resource library below. You can also contact Wes Miller for more information.

Resources

Gift acceptance policy

Suggested will and trust language

Bequests by will 

Build-a-fund

Charitable funds

Charitable instruments

Give Through Your IRA

Links

Fund type overview

Community Foundation funds

Community Foundation investment returns 

American Council on Gift Annuities

Planned Giving Design Center

Professional Advisor Article Series

Since early 2018, members of our Professional Advisory Board have been sharing helpful insights in a series of informative articles. Topics include financial and charitable planning, wills and trusts, types of insurance, leaving a legacy, and more. Read the articles below.

A Goal Without a Plan is Just a Wish
Dorothy Paris, Partner and CPA, H&S Companies

The Importance of Wills and Trusts
David Byrne, Attorney at Law

How Can You Leave the Legacy You Desire?
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

The Case for Disability Insurance
Jason DeKuiper, Owner and Insurance Agent, The White Agency

Do I Need a Will?
Todd Jacobs, Vice President and Chief Philanthropy Officer, Fremont Area Community Foundation

Don’t Leave Home Without These Important Documents
David Byrne, Attorney at Law

Contingent Beneficiary Pitfalls
Seth Wenger, Owner and Insurance Agent, The Wenger Agency

Effective Use of Your Retirement Plan or IRA
Rolly Reed, Partner and CPA, H&S Companies

Top Five Estate Planning Mistakes
David Byrne, Attorney at Law

Roth Vs. Traditional 401(k): Which is Right for You?
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

Leveraging Life Insurance for Charitable Good
David Landheer, Insurance Advisor, Landheer Insurance Agency

Long-Term Care Insurance: Can You Afford Not to Have It?
Jason DeKuiper, Owner and Insurance Agent, The White Agency

Life Events That Should Prompt a Visit to Your Financial Advisor
Cathy Kissinger and Scott Swinehart, Financial Advisors, Edward Jones

Answers to Common Probate and Trust Administration Questions
David Byrne, Attorney at Law