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Advisors Planning Resources

As a professional advisor your clients rely on you for advice on how to structure their charitable giving.  You can rely on the Community Foundation to help you help them meet their goals.

 

Here are some of the ways we can help you:

  • Help you identify your clients’ charitable-giving interests and goals
  • Confidential presentations for your clients or presentations for your entire office
  • In-depth information about charitable giving options, different fund advantages and tax benefits
  • Provide information on community needs and the programs that make a difference in the areas your clients care about most
  • Monthly luncheons and updates on local community needs and issues
  • Private Foundation/Community Foundation comparison
  • Information on transferring a private foundation to the Community Foundation
  • Charitable options for corporate clients
  • Donor stories and examples of the Community Foundation’s impact in the area
  • Sample fund agreements and bequest language (see below)

For additional information or assistance, contact Erin Stephenson or Brooke Coleman.

Additional Advisor Resources

Fee Schedule
Administrative Fees 2014

Benefits of Donor Advised Fund vs. a Private Foundation
DAF and PF comparison

Bequest/Codicil language:
Sample Codicil

IRA Charitable Rollover
IRA Rollover Overview

Scholarship Fund Information
Scholarships Fund options

Templates for Various Funds:

Legal names & tax IDs for Corporate and Trust forms of the Community Foundation:
The Community Foundation of Greater Birmingham, an Alabama nonprofit corporation
(63-1209631)
The Community Foundation of Greater Birmingham, an Alabama charitable trust (63-6019864)

Professional Advisor Newsletter
December 2014
September 2014
October 2013

Community Foundation Year-End Numbers are available here
Or you can request a copy of our 990 & investment information from our Finance Office at any time