Advisor Toolkit

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Advisors are welcome to download the following documents to help talk with their clients about charitable giving and the Community Foundation. Please contact our office at 217-789-4431 if you would like us to mail materials to you, or you can download a packet of information through the link below.


A DONOR'S GUIDE is a helpful four-page checklist that walks clients through important charitable decisions, including priorities, financial goals and personal preferences. It also includes a comparison chart of four major giving options for your clients based on their interests.




TYPES OF FUNDS provides a brief overview of how clients and donors can tailor their giving by contributing to different types of funds. Multiple giving options are available through the Community Foundation.


WAYS TO GIVE highlights the most common giving methods accepted by community foundations: outright gifts, bequests by wills, real estate, real property, retirement accounts, life insurance, and charitable trusts.


DONOR-ADVISED FUND VS. PRIVATE FOUNDATION shows how converting a private foundation to a donor-advised fund can provide advantages.


community leaf Events for Advisors

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community leaf Advising Resources

Consider the Community Foundation an important resource that will work with you to develop recommendations for your clients. For more information, see links below or contact us at 217-789-4431.

Find out more about Financial Stewardship and Fees for Fund Stewardship Here arrow_right_alt

Advantages for Advisors

Advisors in the legal, accounting and financial services professions are in a unique position to help increase the philanthropic resources of the community by working with the Community Foundation for the Land of Lincoln. Whether your clients are interested in tax advantages, building a family tradition of giving or finding an effective alternative to a private foundation, we can help.

Through a variety of gift planning options, the Foundation can be a resource for you and your clients when developing bequests, establishing donor-advised funds, and selecting the best giving instrument. The Community Foundation makes good financial sense for your clients. Some of our advantages include:

Tax Savings. Because the Community Foundation is a non-profit, tax-exempt 501(c)(3) charitable organization, all gifts to it are tax deductible to the maximum extent allowed by law.

Low Administrative Costs. As a public charity, the Community Foundation is exempt from excise tax and is free of many of the administrative costs and restrictions placed on private foundations. Therefore, more of your clients' dollars can be used to address charitable needs in the community.

Professional Stewardship of Assets. Preserving and growing charitable dollars to meet the ever-changing needs of communities is our goal. Regular performance monitors, a diversified investment portfolio that minimizes market risk, annual audits, independent counsel, and utilizing the latest accounting software systems are just some of the ways the Community Foundation demonstrates the highest levels of professional financial stewardship.

Support of Charitable Interests. The Community Foundation for the Land of Lincoln provides a variety of fund options for donors. This is particularly appealing to donors who have many charitable interests, as well as those who wish to have varying degrees of involvement in making decisions about charitable contributions. Grants from funds at the Community Foundation can be made in the donor's name, and multiple generations can be involved in the grant making process. Funds may be established as non-endowed or as permanent endowments to serve the community in perpetuity.

Find out more about Financial Stewardship and Fees for Fund Stewardship.

Ways to Give

There are many ways to give through the Community Foundation. Your financial, tax or estate planner can help you chose the method that is right for you.

IRAs and other retirement plans
Life Insurance
Charitable Remainder Trusts
Real Estate
Gifts of Property