Marion Community Foundation

For you. For Marion. Forever.

Resources

For Professional Advisors

This Resources page is designed for our professional advisors — attorneys, investment professionals, accountants, funeral directors, insurance agents, and similar — and provides detailed information on Marion Community Foundation — how to establish charitable endowment funds, our investment and spending policies, and other aspects of the Foundation’s operations.  It is intended as a guide for professional advisors seeking to inform their clients on planned giving options available through Marion Community Foundation.

We make things easy for you and your clients.
  • Marion Community Foundation does all the work for your client to establish charitable funds.
  • Our services are FREE to you and your clients.
  • We help you plan and discuss alternatives with your clients.
  • We are donor/client directed and focused.

Coming Soon: Fact Sheet, a quick reference overview of Marion Community Foundation.

Click here to access our Advisors’ Toolkit, an in-depth resource guide for professional advisors.