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Advisor Toolkit

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Akron Community Foundation has proudly – and gratefully – worked hand-in-hand with the region’s professional advisors to help their charitably inclined clients meet their goals. We add a charitable planning component to your menu of services, which uniquely positions you to serve our community's most philanthropic residents.

We hope you will find the following tools helpful when talking to your clients about their many options for charitable giving.

2017-2018 Tax & Charitable Reference Guide

Download our 2017-2018 Tax & Charitable Reference Guide for a quick reference to current information on individual tax brackets, retirement plans, estate taxes and more.

Download guide

Literature

 
 
Download our Charitable Options for Advisor/Client Relationships brochure to learn more about charitable options for your client and the resources Akron Community Foundation has available to you.

Download guide

 

Download our Guide to Donor-Advised Funds to learn how the fastest-growing charitable vehicle in the United States might work for your clients. 

Download guide

 

 

As you know, charitable giving through a will or trust is a simple way anyone can give back after they're gone. But by creating an endowed charitable fund through their will, your client's legacy can live on forever. Learn more in Leave Your Mark, a guide to charitable bequests.

Download guide

While many nonprofits are not able to accept S Corp stock as a charitable gift, Akron Community Foundation has a process in place to help your charitably-minded clients give through one of their most valuable assets: their business. Learn more with our S Corporation Stock Gift insert.


Download insert

 

At year-end, many of your clients rely on you to maximize their tax savings. Charitable giving can be an excellent solution to meet both their financial and philanthropic goals. Learn more with this printable kit of year-end giving tips and strategies that you can share with your clients.

 

Download kit


Family Giving Planning Tools
 

  Are your clients starting to think about their family's charitable giving strategy but wondering which giving vehicle makes the most sense for them? Our "Getting Started: Family Giving Worksheet" can help guide them.

Download worksheet
 

Here's another tool that may help your clients as they're deciding the best charitable giving vehicle for their family. Our donor-advised fund comparison chart can shed light on the differences between giving to a donor-advised fund, a charity or a private foundation.

Download chart

 

Online Tools

 

 
 
Using our endowment calculator, you can give clients an idea of what they can accomplish with their fund over the years.

Try calculator
Review GiftLaw Pro, our charitable giving and tax reference for all 50 states, updated quarterly for the latest in gift planning. 

Review GiftLaw Pro

 

 

Deduction calculators

Planned giving resources

In addition to the bequest guide above, we have a variety of other tools for planned giving. Here are a few you might find especially helpful:

Sample fund statements and agreements

Donor- and corporate-advised fund resources

Trying to determine if a donor-advised fund is the right option for your client? In addition to reading our Guide to Donor-Advised Funds, you can check out some of our other informative resources like our gift acceptance policy and a sample agreement:

Instructions

Publications