Financial Advisor Center

Let Akron Community Foundation Help You Help Your Clients

Akron Community Foundation offers tools to help financial and legal professionals best serve the needs of their clients.

In this section, advisors can access valuable information about ways to maximize the benefits of giving for your clients using the Foundation as a vehicle that supports multiple charitable intents and changing charitable interests.

Be sure to visit the Planned Giving Design Center for resources and information about charitable gift and estate planning.

Visit the center now and register to gain free access to the complete site, and to get access to PhilanthroCalc, a calculator that provides easy to understand calculations for donors and "compliance ready" deduction calculations with complete detail for submission with the client's tax return.

Explore Akron Community Foundation's many tools for giving. We're sure to have a plan to suit your clients' charitable-giving needs.

• Understanding the Six Types of Funds


• Trusts, Insurance & Deferred Giving


• Gifts of Stock


• Corporate & Small Business Giving


• Bequests & Lifetime Gifts


• Management of Agency Endowment


• Private Foundation Conversion

	Planning Your Giving newsletter (362.56kb, pdf) Professional Advisor Guide (224.15kb, pdf)

	What services can Akron Community Foundation offer to help advisors serve their clients? How can Akron Community Foundation help enhance the advisor/client relationship? What personalized giving options are available for donors through the community foundation? What kinds of funds can my clients establish? How do I receive a copy of Akron Community Foundation's audit report? How can I receive a copy of the foundatin's IRS Form 990?