Advisor Toolkit & Resources

At 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.