Professional Advisor Resources

Your client can create a charitable fund at the Community Foundation now or by bequest. To learn more, visit our Plan Your Giving pages. Use our Fund Quiz to help your client determine their charitable goals.

Use the following language to contribute to an established fund: “I give ___________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to the______________________ (name of Fund) consistent with the ‘Fund Agreement’ previously established at the Community Foundation.” Use the following language to establish a testamentary fund. Your client may pre-sign a fund agreement expressing his/her/their charitable intentions. Two signed agreements should be forwarded to the Community Foundation. One fully executed copy will be returned and the other kept in our file and activated when funds are received. “I give ___________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to create the ________________ (name of Fund) consistent with the ‘Fund Agreement’ previously executed between myself and the Community Foundation.” Your client may prefer to have our board of directors determine how their donation can remain flexible and responsive to community needs over time. Use the following language for this situation: “I give _________________________ (description of gift) to Berks County Community Foundation, its successors or assigns, to be added to the Fund for Berks County.”

Yes. Your clients may give stock, real estate, life insurance policies, and other assets now or as part of an estate plan. Contact us to learn more about these flexible options.