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Advisor Toolkit

Your clients turn to you for advice. They rely on your expertise to help them achieve their goals. One of those goals may involve charitable giving. The Community Foundation serves as a vehicle for easy, tax-effective giving. We have earned the trust of many financial advisors and we welcome the opportunity to work with you.

For information about Donor Advised Funds, Field of Interest Funds, Scholarship Funds, charitable planning or working with private foundations, contact us. We’ll be glad to answer any questions you may have.

Advantages of a Community Foundation

Community Foundations are a one-stop-shop for access to your local charitable community. It is our job to add insight, connections, leverage, and access to the charitable issues and organizations people care about.

Donor Advised Fund v.s. Private Foundation

While some donors may find a private foundation suited to their needs, establishing a fund with the Community Foundation often proves to be a more attractive alternative. See this comparison chart for more information.

Planned Giving

There are many ways to structure charitable gifts. Some are easy and others are more complex. We have many flexible options to meet your needs.

Suggested Language for Bequests

For donors interested in making a bequest to the Community Foundation, here are recommended clauses that may be used to make a gift through a will or living trust.

Additional Tools

Be sure to visit our Learning Portal, where there are tools such as Deduction Calculators and Charitable Tax Reference documents for professional advisors. You can also sign up to receive weekly e-newsletters with industry information and more.

Sign up for our Professional Advisors e-Newsletter

Be sure to visit our Learning Portal, where there are tools such as Deduction Calculators and Charitable Tax Reference documents for professional advisors. You can also sign up to receive weekly e-newsletters with industry information and more.

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Why Give?

You come to the Community Foundation with a unique vision and passionate reason for giving. Our passion is to make your charitable goals a reality.

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Leadership Initiatives

We’re investing in community leadership initiatives that create a better future and make our community a better place to live, work, and play – now and forever.

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Who We Are

The Community Foundation of Greater Fort Wayne was created by and for the people in Allen County. Find out how we’re effecting local and lasting change.

© 2017 Community Foundation of Greater Fort Wayne