Upon payment, all documents are immediately available as downloadable PDF files. If you don’t already have a PDF reader, you can download one at no charge from the Adobe website here
- A Planned Giving Manual for Financial Planners, Attorneys, Professional Advisers and CPAs. Some 70 pages of “How to include “your community foundation” in an individual’s estate plan.” Designed for professional Advisers in an easy to use format.
CF 301 – Available for the introductory price of $299
- “Individualized” Planned Giving Manual for Financial Planners, Attorneys, Professional Advisers and CPAs (Same as above only Individualized for your Community Foundation). Some 70 pages of “How to include “your community foundation” in an individual’s estate plan.” Designed for professional Advisers in an easy to use format. CF 302 – Available for the introductory price of $499
- Planned Giving Tutorial is an ideal teaching tool for staff and board members. This tutorial reveals essential information about each planned giving instrument and provides “most likely prospects.” CF 303 – Available for the introductory price of $399
- Planned Giving Coordinated Plan helps you develop your own specific plan for your organization. This plan contains an emphasis of bequests and includes monthly planning suggestions. CF 304 – Available for the introductory price of $299
- Planned Giving Policy Guidelines are needed when a community foundation establishes a planned giving program. Such guidelines help set procedures and parameters for each planned giving instrument. These guidelines are included in the above “Tutorial.” CF 305 – Available for the introductory price of $99
- An Endowment Fund Investment Contract is an agreement between the community foundation and the banking institution. It is “your” contract for the custodian of the endowed fund. CF 306 – Available for the introductory price of $99
- An Investment Manager’s Contract is when the community foundation engages an investment entity such as a brokerage firm. This contract helps spell the terms and conditions of the account. CF 307 – Available for the introductory price of $99
- An Investment Advisory Contract is used when a community foundation engages an Adviser to recommend investments to the brokerage firm and/or the banking institution. CF 308 – Available for the introductory price of $99
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