Toolkit - Community Foundation of Western Massachusetts

Touch every area of the Community Foundation’s work with a gift to the Annual Fund. Your support helps CFWM in everyway. To make a gift this year visit here.

Artists living in or with studio space in Franklin, Hampshire, and Hampden counties, you may be eligible for a ValleyCreates Capacity Grant. If you are new to ValleyCreates visit here to learn more. Deadline to apply is April 7, 2023.

Advisor toolkit documents

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

Keith McKittrick

Questions? Comments?

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

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