For Attorneys

Create and sustain your clients’ legacies with donor-advised funds.

Donor-advised funds make it easy for your clients to establish and grow their charitable legacies, supporting their favorite causes now and beyond their lifetimes.

The Community Foundation is nationally recognized for its ability to handle complex charitable transactions, including donations of private business interests and real estate. Both you and your clients will have access to a knowledgeable staff of professionals who empower donors to think creatively about philanthropy.

There is no minimum dollar amount required to establish a donor-advised fund. There are also no minimums for gifts to the fund or grants from the fund. Each fund is assessed an administrative fee on a monthly basis.

Estate Planning: Bequests

Naming Funds as Beneficiaries

If you have a client who wants to name their fund at the Greater Kansas City Community Foundation as a beneficiary of their will or trust, life insurance policy or retirement plan account, the following may be helpful in completing their estate planning documents or beneficiary designation forms.

After describing what your client is leaving to the fund (i.e., a percentage of the estate/trust/account or a specific dollar amount), simply say it will pass “to the Greater Kansas City Community Foundation for the following component fund: [name of your client’s fund].”

Our staff will be happy to work with you and your client to establish a fund during your client’s lifetime to receive assets at their death. By working together ahead of time, we can ensure your client’s fund will carry out their charitable goals beyond their lifetime.

As a reminder, the Community Foundation is a 501(c)(3) public charity. Our tax identification number (EIN) is 43-1152398.

The Conversation Your Clients and Their Next Generations Will Appreciate

If charitable giving is a component of your clients’ estate plans, have a conversation about donor-advised funds and the Community Foundation. Many donors choose to involve their kids and grandkids in their giving – creating philanthropists of the next generation while you build relationships with your clients and their heirs.

The Community Foundation enjoys working with generations of givers and their trusted advisors.

Learn more about philanthropic advising.