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Wabash Valley Gives Community Needs Portal
Advisor Resources
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Advisor Resources

The Community Foundation will work with you to assist you as you serve your clients' planning needs. Feel free to contact the Foundation staff to obtain ideas regarding creating charitable and scholarship funds. Use the Foundation's gift calculator to calculate the terms of planned gifts such as charitable remainder or charitable lead trusts.  The Community Foundation is happy to provide assistance to you as you serve the needs of your clients.

Take advantage of our services:

  1. Develop donor agreements outlining your clients' charitable goals

  2. Providing bequest language or wire transfer instructions

  3. Calculate gift annuity rates

  4. Providing links to professional resources and area organizations

  5. Offer counsel on giving instruments and funding options

  6. Assist with grantmaking research, recommendations, and outcomes

  7. Provide information and guidance on the communities' charitable needs

We also encourage you to view the Informed Giving section for additional information.