Toolkit

For Professional Advisors

Here you’ll find our “Toolkit” of additional resources that you may find helpful as you speak with your client about the Community Foundation: information about the different types of donor-established funds we offer, the kinds of gifts we accept and more. Please feel free to share these materials with your clients.

You’ll need Adobe Acrobat Reader in order to read and/or print these materials. To download the Reader, click here.

If a resource you’d like isn’t listed here, please call us at (607) 772-6773 or contact Diane Brown. We’ll be happy to work with you to get you the information you need.

Resources:

• What is a Community Foundation?
• Types of Funds at the Community Foundation for SCNY
• Establishing a Donor Advised Fund at the CF vs. Setting Up a Private Foundation
• Donor Advised Funds, comparison between Endowed and Unendowed
• Characteristics of Endowed vs. Unendowed Funds, general
• Suggested Bequest Language
• Gift Acceptance Guidelines
• CF Investment Policy
• Fact Sheet: The Community Foundation for SCNY
• Board of Directors and Staff

Links You Might Find Helpful:

• Most Recent Audited Financial Statements
• Most Recent Annual Report
• Meet Others Who Have Given
• Recent Grants from the CommuniFund™
• Recent Women’s Fund Grants
   
• GuideStar, an independent, nonprofit, comprehensive database of 501(c)(3) charitable organizations in the U.S. Available information includes verification of IRS charitable status and IRS 990s for thousands of organizations, including the Community Foundation for South Central New York.
   
• Glossary of Philanthropic Terms, Forum of Regional Associations of Grantmakers