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