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For Professional Advisors

For Professional Advisors

Links to:
Give a Gift
Number of Funds and Assets
Types of Funds
Agencies with Funds

Handbook

A well-considered plan for charitable giving often can help clients achieve financial, personal, family or business goals. The Erie Community Foundation is an experienced partner that can assist professional advisors and their clients in accomplishing their objectives.

The Manual for Professional Advisors is a publication that provides sample forms and language for our named endowments.

You can also download sample fund forms. There are six different fund forms available:

New Fund Checklist

Donor Advised Fund
Donor Designated Fund
Field of Interest Fund
Scholarship Fund
Unrestricted Fund

Sample forms for Agency Endowment, Geographic, and Annuities and Trusts are available upon request.

Questions or comments?

Contact Michael L. Batchelor at (814) 454-0843 or e-mail mbatchelor@eriecommunityfoundation.org