Whether you are an attorney, financial planner, or tax advisor, the Vermont Community Foundation can assist you and your clients in structuring tax-wise gifts that establish an enduring community legacy. We add our expertise to yours to ensure that your client makes educated decisions while selecting from a full spectrum of options.

The links below provide helpful information to get you started. Contact one of our philanthropic advisors for more details.

• Learn about ways we can help your clients.
• Read about our investment management strategies and performance.
• Reduce capital gains tax and increase your charitable gift by transferring appreciated securities to the Foundation.
• Download a sample draft fund agreement, used to establish a donor advised fund.
• Gift Deducation Calculator (external link) – Determine the tax deduction your client would receive for various types of gifts.
• Sample Bequest Language
• Other Useful Links