Assisting You Meet Your Client's Needs

Are you looking for inspiration or research about charitable giving? These resources will help you discuss charitable options with your clients. Our highly trained staff would love to meet with you and your client to ensure their goals are reached.

Helpful Documents (PDFs)

• Financial Advisor Program - The Ideal Donor
• Charitable Giving Discussions Starters
• What is a Donor Advised Fund?
• Using Your Required Minimum Distribution to Avoid Income Tax
• Charitable Bunching Overview
• Community Foundation vs. Private Foundation
• Endowment Impact Sample
• Establishing a Donor Advised Fund
• Heartland Legacy Society
• Benefits of Gifting Appreciated Stocks
• Letter of Charitable Intent Sample
• Donor Advised Fund Instrument of Transfer Sample
• What is a Community Foundation Brochure
• Charitable Planning with Life Insurance
• Truman Heartland 2023 Annual Report (PDF)

Need Help with Charitable Tax Laws?

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers, and other professional friends. The GiftLaw services are made available to all advisors as a free service. We can also assist you in providing clients with clear and understandable personalized gift illustrations.

Additional resources for charitable taxation and tax law:

• GiftLaw Pro – Charitable Tax References
• Gift Planning Calculator
• Case of the Week
• Washington News
• Article of the Month

Bequest Language

Bequest of cash
“I give, bequeath, and devise the sum of $250,000* to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”

Bequest of a percent of the estate
“I give, bequeath, and devise 50%* of the remainder and residue of property owned at my death, whether real or personal and wherever located to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”

Contingent Bequest
“If my brother John Doe survives me, I give, bequeath, and devise 100%* of the remainder and residue of property owned at my death, whether real or personal and wherever located to John Doe. If John Doe does not survive me, then I give, bequeath, and devise 100%* of my residuary estate, whether real or personal property and wherever located to My Fund at Truman Heartland Community Foundation, a 501(c)(3) organization incorporated in the State of Missouri, currently located at 4200 Little Blue Parkway, Suite 340, Independence, Missouri 64057 (EIN/Tax ID 43-1482136).”

*Please feel free to change the numbers or percentages as you desire.

Still haven’t found what you need?

Contact us today! We will be happy to write up personalized fund documents and look into any other requests that make your job easier.