Resource Kit

Our Resource Kit has been designed to provide you with practical information, sample scenarios and comparative options to give you a better understanding of our services. 

Please click on the document title below for more information. 

Title	Description
FAQ	Answers to frequently asked questions.
Giving Options	A chart comparing the features and benefits of different donation options (cash, securities, etc).
Gifts of Securities and Stock Options	Information about making gifts of appreciated securities and employee stock options.
Securities Illustrative Example	An illustrative example of a gift of appreciated securities. Includes a chart that describes the tax savings.
Elimination of Capital Gains Tax	An explanation of a donor’s tax savings and net cost of giving resulting from the Federal Government’s elimination of capital gains tax on gifts of publicly-listed securities to charities
Gifts of Life Insurance	The different options when considering a gift of life insurance.
Gifts by Will & Beneficiary Designation	Provides information on making a gift by will and beneficiary designation.
Gift Acceptance Policy	Clarification of roles, responsibilities and expectations for the Foundation and its donors in regard to accepting gifts.
Donor-Advised Fund Comparison Chart	Comparison chart of Donor-Advised Fund versus a Private Foundation or a Bank/Financial Institution.