Toolkit - Community Foundation of Western Massachusetts

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Advisor toolkit documents

<img width="280" height="280" alt="" 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="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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

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<img width="280" height="280" alt="" 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="" 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="" 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

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Keith McKittrick

Questions? Comments?

For more information, contact Keith McKittrick, Interim Director of Philanthropy.

Email

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