Helping you help your clients

You know your clients. Bay Area Community Foundation knows philanthropy. We are here to help so that together we can make sure your clients know all of their options for charitable giving in our Bay and Arenac county communities. We manage our funds carefully, invest wisely, and make the giving process as simple as possible for your clients. Please let us know how we can help you assist your clients with their long-term giving plans.

Resources:

We've created the resource library below with information you can share with your clients about ways to give, fund types and more.

• ABOUT – About BACF
• ABOUT – BACF Endowment FAQ
• ABOUT – Fund Types
• ABOUT – Investment Mix and Returns
• ABOUT – Planned Giving
• ABOUT – Power of Endowment
• ABOUT – Ways to Give
• HOW TO GIVE – Appreciated Stock
• HOW TO GIVE – Beneficiary Designation
• HOW TO GIVE – Bequests
• HOW TO GIVE – Sample Bequest Language Options
• HOW TO GIVE – IRA Rollover
• HOW TO GIVE – Life Insurance
• HOW TO GIVE – Real Estate
• HOW TO GIVE – Charitable Gift Annuity
• HOW TO GIVE – Charitable Lead Trust
• HOW TO GIVE – Charitable Remainder Trust
• PROFESSIONAL ADVISORS – Charitable Giving Options for Your Clients
• PROFESSIONAL ADVISORS – It All Starts With a Question
• FORM – Making a Gift of Stock to BACF
• FORM – Planned Gift Notification Form

More to Explore:

Giving Guide:
A comprehensive guide to giving at Bay Area Community Foundation with real-world examples, sample language for leaving us in a will, and information on our different types of funds.

 

 

 

Giving Worksheet:
A helpful checklist for you and your client to go through to narrow down what your client is most passionate about and how Bay Area Community Foundation may fit into that. Download and print this worksheet double-sided to get started.

 

 

 

Help your clients take advantage of the IRA Charitable Rollover (aka QCD)

Assist your clients in making a gift of stock