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Advisor Toolkit

Always at your fingertips

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.

2015-2016 Tax & Charitable Reference Guide


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 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

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:

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

Sample fund statements and agreements

Publications