Resources Page
Forms and References for Donors, Fund Advisors, and Financial Advisors
Do You…
DONOR
RESOURCES
Support CFBC with donations?
FUND ADVISOR
RESOURCES
Manage a fund at CFBC?
FINANCIAL ADVISOR RESOURCES
Have clients who want to get involved with CFBC?
Donor Resources
Community Foundation of Boone County donors support their communities and the things they care about. Giving through the Community Foundation can benefit the causes you care about because of our commitment to: endowing your gifts so they make a permanent impact, our ability to accept complex gifts, and our professional expertise and service in managing and investing your gift. We’re here to talk with you about the best ways to direct your donations to meet your personal philanthropic goals.
Fund Advisor Resources
As a fundholder of the Community Foundation, managing your find is easy in our online portal. Once signed in, you can see recent fund statements, make grant recommendations, donate, and review documents, like fund agreements. Fund advisors can access the portal anytime at https://boonecounty.fcsuite.com/erp/fundmanager. If you need help logging in or resetting your password, please contact Ali Maxey at ali@communityfoundationbc.org or 765-482-0024.
Financial Advisor Resources
Helping people give back to the place they love and achieve their philanthropic goals remains the focus of our work here at the Community Foundation of Boone County. Continually working to strengthen our communities through philanthropy remains at the heart of our organizational mission.
Whether you’re an attorney, CPA, or wealth manager, partners like you are essential in making that happen. As you work with your clients to channel their philanthropic passions and build their legacies, know that we are here to assist you so that – together – we can build a stronger Boone County today, tomorrow, and always.
Financial Advisor Resources links:
