Advisor toolkit documents

Fund Options

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Planned Giving

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Gifts of Non-Cash Assets

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Securities Stock Transfer Instructions

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Comparing Donor Advised Funds and Private Donations

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Philanthropic Advising

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Fee Schedule

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Keith McKittrick

Questions? Comments?

For more information, contact Keith McKittrick, Director of Philanthropic Operations.

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Explore Your Community Foundation

Advisor Toolkit

Documents to help guide your path forward with CFWM

Toolkit

Advisors Who Work With Us

The professionals who create a more vibrant Pioneer Valley

Advisors Who Work With Us

Who We Are

Meet the people on the CFWM team

Who We Are