Resources
Advisor Toolkit & ResourcesAt the Chillicothe-Ross Community Foundation, our goal is to equip you with resources that help you accomplish your clients’ financial and philanthropic goals in a uniquely personal way. We are your behind-the-scenes charitable partner, offering strategic counsel and handling the administrative work so you can focus on delivering solutions to your clients.
CRCF Charitable Giving Comparison Chart
Charitable Funds – Front
Charitable Funds – Back
Discussing Charitable Giving with Clients For Advisors
Benefits Of A Community Foundation
2022-2023 Tax & Charitable Reference Guide
This popular tool provides quick answers on everything from tax brackets and capital gains rates to retirement plan contributions and long-term care insurance. The guide is a wall poster that can be displayed in your office or used as a reference.
