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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.
Download the 2015-2016 Tax & Charitable Reference Guide for a quick reference to current information on individual tax brackets, retirement plans, estate taxes and more.
Download our Guide to Donor-Advised Funds to learn how the fastest-growing charitable vehicle in the United States might work for your clients.
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:
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:
VP and Chief Development Officer
Director of Development & Professional Advisor Relations
VP and Chief Financial Officer
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