Advisor Tools

Gift Illustrations

The Central Kansas Community Foundation utilizes Crescendo software to create gift illustrations for our donors and/or their financial and legal representatives.

If your clients are considering a charitable remainder unitrust, a lead trust, gift annuity options, or any other planned gift as a part of their estate plan, call us and we will be happy to create an illustration that crunches all the numbers, provides both a simple explanation and a more detailed explanation of the concepts, and reviews the tax implications. We will provide this free of charge and anonymously if requested — no need to share your client’s identity or personal information.

Take advantage of this free service by calling Central Kansas Community Foundation at 316-283-5474 or email executive director Angie Tatro at angie@centralkansascf.org

Planned Giving Resources

Click Here for more resources for your clients. Educational resources, giving calculators, bequest language and more.

Agreement Templates

Donor Advised Fund – Template Agreement Click Here

Testamentary Agreement – Template Agreement Click Here