“He that would perfect his work must first sharpen his tools”
Confucius was a wise man – so we took his words to heart and created this convenient, comprehensive, and crafty Advisor’s Toolkit to help you find the information you need to help your clients along their philanthropic journey.
Your partnership is important to us, so we’re always here to answer any questions you or your clients may have along the way!
About Napa Valley Community Foundation
DOWNLOADS:
NV Community Foundation Brochure
What is a Community FoundationUs in a Nutshell
Our Impact
Starters
DOWNLOADS:
For Clients: Discover your Philanthropic Passion (see Atlanta)
Start Charitable ConversationsFunds, Fees & Assets
LINKS to ADD: Assets Accepted
DOWNLOADS:
Funds and Fees: NVCF Funds and Fees 2020.pdf
Assets Accepted
Individual Fund downloads (also on Funds option page?)
Fund OptionsEasy to Use Forms
DOWNLOADS:
Donor Advised Fund
Scholarship
Non-profit
Sample Legacy Bequest Language
Legacy Gift Agreement
Other
Influence
A digital resource for current issues and relevant topics
Influence - Our Digital ResourceSubscribe to Influence
DONOR QUOTE or OTHER ADVISOR QUOUTE
Dave's Quote is below
