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From this page you can view and download PDFs of all materials developed by MCF to help individuals, families, and businesses achieve their charitable and financial goals. The descriptions of various giving strategies include sample scenarios, benefits for donors, and financial details.
If you would like printed copies of any of these materials to give to your clients, please contact Molly Kron at 415.464.2558 or by email.
These documents require Adobe Acrobat Reader.
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How to Give: an overview of fund types
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What to Give: an overview of giftable assets
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Donor-advised funds
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Scholarship funds
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Designated beneficiary funds
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Organization Funds
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Supporting organizations
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Charitable remainder trusts
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Charitable lead trusts
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Gifts from bequests
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Gifts from retirement plans
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Family giving
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Options for charitable giving
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Donor Services and Engagement Activities at MCF
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Overview of MCF Donor Express (online tool for managing funds at MCF)
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Giving Back, Looking Forward: How to Achieve Your Financial and Charitable Goals through the Marin Community Foundation (This is a brochure for clients describing MCF and the benefits of working with us. It includes a pocket for inserting any of the materials listed above.) |
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New! New Fund Worksheet: Your clients can start the process of opening a donor-advised fund by downloading and filling out a New Fund Worksheet. This is a form, created in Word, that they can easily fill out on their computer and then send to you or us to start the process. The form explains several of the issues your clients will need to think about when opening a fund. |
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