Professional Advisor Services

Our commitment to you.

You are committed to providing your clients expert financial or legal advice. We are committed to providing you with the tools and resources you need when your clients’ goals include charitable giving.

We provide online tools, sample fund agreements, and continuing education workshops for your benefit as you work with clients. We also welcome you to sign up for our e-newsletter to stay in the loop with relevant news and events.

Professional Advisor Resources

Professional Advisor Resources

Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents in our learning portal.

Visit Professional Advisor Resources

Resources & Policies

Resources & Policies

Find valuable resources, sample fund agreements, and our policies regarding administrative fees, donations, spending, undistributed grant funds, and more.

Explore KCCF Resources

Sample Fund Agreements

Sample Fund Agreements

Here you’ll find fund agreement templates, drafted by our legal counsel, for every type of charitable fund. Use these templates to help your clients create the funds that will help them achieve their charitable dreams.

View Sample Fund Agreements

Fund List

Fund List

The funds held by the Community Foundation are as varied as the donors who establish them and are truly a reflection of our mission to “make donor dreams shine.” Take a look at our list of funds to see what we can offer your clients.

See the Fund List

Philanthropic Round Table

Professional Advisor Recognition

We are grateful to the many professional advisors: attorneys, trust officers, accountants and financial planners who help connect their clients to the Community Foundation in order to realize their charitable dreams. We extend our sincere thanks to the following advisors for facilitating gifts to the Community Foundation:

Alan Alderfer

Mike Armey

E. Lee Bazini

Michael Bergen

Jack Birch

Tim Bloom

George Buckingham

George Bumbaugh

James Butts

Neal Carlson

Ron Cassedenti

David Cates

Bob Condon

Kevin Deardorff

John Elliott

David Findlay

Thomas Fink

Craig Finlayson

Chris Frazzetta

Joseph Gaafar

Bob Gephart

Richard Green

Laura Hansen Dean

Phil Harris

Richard Helm

Lee Heyde

Martin Hillery

Becky Hillyard

Robert Hines

Duane Huffer

Pamela Jones Davidson

Laura Kauffman

Tammy Keirn

Jeanine Knowles

Joanne Kolbe

Dana Krull

Mike Kubacki

Vern Landis

Jay Lavender

Dan Leininger

Andy Lewis

Peggy Michel

Rick Morris

Ralph Naragon

Rick Pearl

Stan Pequignot

Mark Piazza

Max Reed

Rex Reed

Paul Refior

Jay Rigdon

Charles Roemer

John Sadler

Christine Sands

David Sands

Al Schlitt

Mike Shade

Steve Snyder

Larry Stanley

Paul Stoelting

Margaret Sturm

Craig Tidball

Teresa Tracey

Mike Valentine

Jim Walmer

Wayne Walston

Sally Wilson

Scott Wolfrum

Jerry Yeager