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Advisor Resources

Giving › Professional Advisors › Advisor Resources

Here are some of the most frequently requested documents for professional advisors and their clients:

Donor-advised fund: a brochure to use with your clients

What To Give: An Overview of Giftable Assets

Donor-advised funds overview

Administrative fees at MCF

MCF Guide to Family Giving

New Fund Worksheet for opening a donor-advised fund

Resource Library: You can find additional materials about charitable giving, including charitable remainder and lead trusts, sample bequest language, wire transfer instructions, and information on other giving vehicles in our Resource Library.

Advisor Connect: This e-newsletter is for professional advisors and provides updates on legislation and regulations affecting charitable giving, philanthropic solutions for your clients, and more. Sign up and/or read articles from past issues of Advisor Connect.

Stories of Impact

Steven and Sally Schroeder: Family Giving in Action
The walls in Steven and Sally Schroeder’s book-lined living room in Tiburon are...

Go to Impact Section

From the Resource Library

Go to Resource Library

Your Contact for Advisor Resources

Director of Philanthropic Planning

Brian Van Weele

Director of Philanthropic Planning

415.464.2515

"Business and family obligations don't afford me the time to focus on other issues that are important to me, and MCF enables me to support these causes and organizations in a very effective way. My relationship with MCF has proved invaluable."

Leslie Blodgett
CEO, Bare Escentuals and MCF Donor since 2006

Marin Community Foundation Topics of Interest

What should I know about giving
through MCF?

What are some of the issues
that MCF addresses?

How can you help me with
legacy planning?

How can I learn more about MCF?

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Marin Community Foundation