Resources for advisors

How we can help

Shasta Regional Community Foundation provides as much or as little support as you need to tailor a giving solution to your client’s priorities. From a variety of ways to give, to resources to improve the giving experience, we are happy to assist. We offer:

Presentations

Would the members of your firm be interested in learning more about how charitable giving can benefit clients? Do you belong to a club or membership organization that would like to learn more about opportunities to give back to community? Contact us for a presentation on any topic.

Client tools

• Deciding to Give, a checklist that helps your clients determine the type of fund that meets their charitable giving goals, the type of gifts to make as they initiate and grow the fund, and how they wish to involve themselves and other family members in the giving process
• Comparing Approaches, a matrix that defines the distinctions between four popular giving options: direct giving, donor advised funds, supporting organizations and private foundations
• Optimize Charitable Giving, an article that shows how seven donor profiles are suited to different giving strategies
• Creating Custom Solutions for Giving, four scenarios illustrate how donors have partnered with the Community Foundation
• Sample Bequest Language, simple language to help with planned giving