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Professional Advisor Download Center
From this page you can view and download PDFs of tools the Kalamazoo Community Foundation has developed to assist individuals, families and organizations in achieving their charitable and financial goals.
To receive printed copies of any of the tools listed here, please contact the Community Foundation at (269) 381-4416 or info@kalfound.org. |
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Kalamazoo Community Foundation Overview |
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Community Investment Priorities |
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The Michigan Community Foundation Tax Credit |
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Kalamazoo Community Foundation Spending Policy |
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Financial Investment Committee |
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Transfer of Wealth: Our Golden Opportunity |
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Fund Type Overview |
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Advised Fund |
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Unrestricted Fund |
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Field-of-Interest Fund |
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Designated Fund |
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Scholarship Fund |
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Supporting Organization |
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Comparing Four Approaches to Giving |
Charitable Instrument Information
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Charitable Instrument Overview |
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Gifts of Appreciated Stock |
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Gifts of Real Estate |
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Gifts of Life Insurance |
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Charitable Beneficiary Designation |
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Bequest by Will |
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Charitable Gift Annuity |
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Charitable Remainder Trust |
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Charitable Lead Trust |
IRA Charitable Rollover Information
Click here to go to Crescendo Interactive's Web site and access its IRA Charitable Rollover Guide.
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