Toolkit - Community Foundation of Western Massachusetts

Make a difference through the Foundation’s Annual Fund. You can continue to help us help you. We are your community foundation and we are here to make our future better. Donate Now »

Close

Advisor toolkit documents

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Fund Options

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Planned Giving

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Gifts of Non-Cash Assets

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Philanthropic Advising

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Comparing Donor Advised Funds and Private Donations

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-2-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Fee Schedule

download PDF

<img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" alt="" loading="lazy" data-srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" data-src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" data-sizes="(max-width: 280px) 100vw, 280px" class="attachment-inset size-inset lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="280" height="280" src="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png" class="attachment-inset size-inset" alt="" loading="lazy" srcset="https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-280x280.png 280w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-350x350.png 350w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-150x150.png 150w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-560x560.png 560w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px-550x550.png 550w, https://communityfoundation.org/wp-content/uploads/2020/07/CFWM-Fern-Square-600px.png 600w" sizes="(max-width: 280px) 100vw, 280px" />

Outside Portfolio Management

download PDF

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