Here are some of the most frequently requested documents for professional advisors and their clients:
An overview of how MCF works with you to serve your clients
Donor-advised fund: a brochure to use with your clients
What To Give: An Overview of Giftable Assets
Donor-advised funds overview
Administrative fees at MCF
MCF Guide to Family Giving
New Fund Worksheet for opening a donor-advised fund
Resource Library: You can find additional materials about charitable giving, including charitable remainder and lead trusts, sample bequest language, wire transfer instructions, and information on other giving vehicles in our Resource Library.
Advisor Connect: This e-newsletter is for professional advisors and provides updates on legislation and regulations affecting charitable giving, philanthropic solutions for your clients, and more. Sign up and/or read articles from past issues of Advisor Connect.