Ann Arbor Area Community Foundation

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