Tools & Resources
We are here as a helpful resource and partner to help you advise your clients.

Resources & Services Designed for Professional Advisors
- Planned Giving Website - A web tool dedicated to planned giving. (This link will launch a new browser tab.)
- Your Giving Options [PDF] - Download a brochure outlining the many different ways to make a charitable gift to suit your clients' needs.
- Charitable Gift Annuities Made Easy [PDF] - Download a brochure with a simple illustration of how a gift annuity works.
- Sample Bequest Language [PDF] - Download examples of suggested bequest wording that you may share
Opportunities to Raise the Subject of Charitable Giving with Your Clients
Looking for more information? Contact our team at the foundation.