Legacy Planning
Planned Giving
A 501(c)(3) regional community foundation and Accredited Community Foundation, we partner with professional advisors to help fulfill your clients’ charitable wishes, meet their financial planning goals and enjoy the maximum tax advantages.
Our work with you and your clients starts with one question: What’s closest to your heart?
Let's Work Together
We’re here to support you and your clients
We serve as a resource and partner to attorneys, accountants, financial planners and other professional advisors who have clients interested in making charitable giving part of their legacies.
Helpful information
Estate Planning Guide
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What to Give
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How to Give
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Planned Gift Calculators
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Surprisingly, you don't have to be super wealthy to start a planned gift - just determined. And setting up a fund with FAO was so easy. It began with a simple conversation, where staff really helped me brainstorm and figure out something that works for me.
Updates for advisors and donors
Our free professional advisor/donor e-newsletter features the latest news from Washington, tax law updates, PLRs, case studies, the latest opportunities at FAO and timely articles.
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