For Professional Advisors

This Resources page is designed for use by professional advisors — such as 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.

Click here to view our Profile Book, our most comprehensive publication about Marion Community Foundation. Or – for a quick overview – our Basic Info Flier.

Click here to access our Advisors’ Toolkit, a comprehensive resource guide for professional advisors.