Advisor Toolkit
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 printed copies of any of these materials to give to your clients, please contact Development Assistant, Kathryn Hart or call 831.375.9712 x120.
General Information about the Foundation
General History including the Mission and Vision of the Commmunity Foundation
What is a Community Foundation?
What Does a Community Foundation Do?
Fund Information, Policies, and Guidelines
Advantages of Donor Advised Funds
Why We Love Donor Advised Funds
Guidelines for Opening a Permanent Donor Advised Fund
Guidelines for Opening A Temporary Donor Advised Fund
Suggested Language to Create Various Funds
Suggested Language for General Bequests
For more information contact President/CEO, Dan Baldwin or call 831.375.9712, x115.
Confirmed in Compliance with National