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Advisor Toolkit

Dan_Baldwin

The following materials were developed by the Community Foundation to help individuals, families, and businesses achieve their charitable and financial goals. If you would like more information, please contact, Dan Baldwin, President/CEO or call 831.375.9712 x115.



General Information

About the Community Foundation

Vision, Mission and Values 

What is a Community Foundation?
 

Fund Information, Policies, and Guidelines 

Compare_GridCompare Giving Options

Charitable Funds Overview

Donor Advised Funds 
Advantages of Donor Advised Funds

Agency Stewardship Funds

Charitable Instruments (Giving Methods)

Charitable Gift Annuities
  
Fund Overview and Fees

Investment Policy

Sample Bequest Language

Legacy_SocietySample Bequest Language

The Legacy Society