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 for lifetime and legacy giving
  • Provide information on community needs and the programs that make a difference in the               areas your clients care about most
  • Private Foundation/Community Foundation comparison
  • Information on transferring a private foundation to the Community Foundation
  • Charitable options for corporate clients
  • Sample fund agreements and bequest language (see below)

For additional information or assistance, contact Brooke Coleman.

Additional Advisor Resources

Fee Schedule
Administrative Fees

Benefits of Donor Advised Fund vs. a Private Foundation
Comparing Donor Advised Fund to Private Foundation

Bequest/Language for Modifying a Will:
Codicil Template

IRA Charitable Rollover
IRA Rollover Guidelines

Scholarship Fund Information
CFGB Scholarship Policies and Guidelines

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

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