Professional Advisor Charitable Tool Kit

Your client has several options with regard to the type of assets and method or combination of methods used to make a charitable gift.

The Charitable Checking program is a simple, no fee service that offers donors the opportunity to recommend charitable distributions from a special non‐endowed fund they set up at the Springfield Foundation.

Looking for sample charitable codicil language? You can find it here.

Donating securities is simple and helps donors avoid taxes on capital gains. Here, you'll find transfer instructions to make the transaction easy and timely.

Planned gifts can be used to help your client achieve his or her financial, personal, business and charitable goals. Learn more about the process, here.

Thinking of leaving a charitable gift to the Foundation? This sample bequest language can help you get started.