Serving Sangamon and surrounding counties

Advising

advisors & their clients

Advisor Toolkit

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Advisors are welcome to download the following toolkit documents to help talk with their clients about charitable giving and the Community Foundation. Please contact our office at 217-789-4431 if you would like us to mail the kit to you.

"DECIDING TO GIVE: A Guide to Personalizing Your Philanthropy" is a helpful 4-page checklist that walks clients through important charitable decisions including charitable priorities, financial goals, and personal preferences. It also includes a comparison chart of four major giving options for your clients based on their personal interests.
Click here to download PDF.

"TOOLS FOR GIVING: Charitable Funds" provides a brief overview how clients and donors can tailor their giving by contributing to Donor Advised, Unrestricted, Field of Interest, Scholarship, or Designated Funds. All of these giving options are available through the Community Foundation for the Land of Lincoln.
Click here to download PDF.

"TOOLS FOR GIVING: Donor Advised Fund" shows how a Donor Advised Fund is a unique charitable opportunity that provides clients ongoing involvement in suggesting uses for their gift.
Click here to download PDF.

"TOOLS FOR GIVING: Charitable Instruments" highlights for professional advisors and their clients the most common giving methods accepted by community foundations: outright gift, bequest by will, charitable gift annuity, charitable remainder trust, and charitable lead trust.
Click here to download PDF.

Find out more about Financial Stewardship and Fees for Fund Stewardship.

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