Advisor Toolkit
To help you discuss charitable giving options with your clients . . .
Download AAACF's DonorGuide
Download Tax-Free Charitable IRA Worksheet
Donors 70 1/2 or older have until 2011 to make a meaningful gift to our community by transferring up to $100,000 in IRA Assets to AAACF tax-free.
Download Charitable IRA Worksheet
Download Guide to Personal Philanthropy:
Deciding to Give
Download Choosing Community over Taxes
Charitable Beneficiary Designation
Download Bequest Testamentary Language
Download Roth IRA: Legacy of Giving




