Advise your clients

Set up a Giving Plan

One of the best parts of a professional adviser's job is helping clients realize their charitable dreams. Many times clients have an idea, but don't know how possible it is to implement. They may not know how much they can give during their lifetime while maintaining the ability to support themselves.

Here are some giving options you can discuss with them.

Outright Gifts

  • Cash
  • Securities
  • Life Insurance

Remainder Gifts

  • Bequests - If you need suggested language for bequests as part of a will, we have three samples you may wish to use here.
  • Pension plan beneficiaries
  • Life Insurance beneficiaries

Life Income Plans

  • Charitable remainder trusts
  • Charitable gift annuities

 

EmailPrintFriendlyFacebookTwitter

Contact Chip Blaser

Executive Director

785-843-8727

Contact Chip

Download a Sample Fund Agreement

Give your client an example of a donor-advised fund agreement.

Download PDF

View Sample Bequest Language

View Sample Bequest Language

See examples of how a donor may designate a gift in a will or trust.

View Language

Douglas County Community Foundation
900 Massachusetts, Suite 406
Lawrence, KS 66044
Phone: 785-843-8727
Fax: 785-843-8735