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Resources for You and Your Clients

You and your clients can benefit from MCF's deep knowledge of philanthropy, nonprofits and our community to find the best solution to meeting their charitable giving goals and supporting the community they love.

Chartered Advisor in Philanthropy Credential

Charitable Giving Today

  • Ways to Give - discover the wide variety of ways your clients can fund their philanthropy at MCF (pdf)
  • Qualified Charitable Distributions - making a charitable distribution from their individual retirement account could reduce your clients' tax bills (pdf)
  • Charitable Gift Annuities - learn how to establish a CGA, a gift that will benefit your clients and their favorite nonprofits (pdf)

Planned Giving Tomorrow

  • Planned Giving Options - MCF offers many options for your clients wanting to leave a legacy of support through their estate plan (pdf)
  • Planned Giving FAQs - find the answers to some of the questions we often hear about leaving a permanent legacy through planned giving (pdf)
  • Grant Recommendation FAQs - discover more about how to recommend a grant from a fund at MCF (pdf)

Fund Comparisons

  • Fund options for individuals - the longevity of the support your clients' giving will provide can vary greatly, depending on the type of fund they choose. Whether your clients want to provide support for a specific organization, a broad area of interest to to address the community's greatest opportunities or needs, MCF has fund options to help them achieve their goals (pdf)

I hope that you will think of MCF as a tool in your toolbox and that you will call us when your client conversations include charitable giving.”

– Carmen Jeschke, Vice President, Finance and Operations

Giving Options for Your Clients

MCF accepts a wide variety of assets, giving your clients a range of options for funding their charitable giving plans, now or through their estates. 

See MCF’s Giving Options


Planned Giving for Your Clients

When you work with MCF on your clients' planned giving, you can help them make a gift that will benefit the causes they care about for years to come

More About MCF's Planned Giving Options