Westchester Community Foundation’s trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial, and philanthropic goals. Our staff’s expertise is available at no cost to you or your clients.
Services and Resources
Fund Agreement Forms
For your convenience, we have provided a link to our fund agreement forms:
Please contact Laura Rossi, executive director, for a form that you can fill out.
Tools and Publications
We have provided below some links to tools and publications that we hope will be helpful to you and your clients.
Professional Tax and Estate Planning Notes is our free publication for attorneys and other professional advisors.
The Foundation is here to help donors make the greatest impact with their investment. Our Services and Resources provided below will help you and your clients.