Community Foundation Toolkits

Connect with the tools and resources that can help you in your work! Browse this selection of toolkits that have been designed specifically for community foundation members. Each toolkit has been combined into one easy to download ZIP file and contains all the tools you will need.  Click on the toolkit title or image to download the files.

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Charitable IRA Portfolio

In partnership with the Council on Foundations, CMF is making available the newest version of the IRA Charitable Portfolio to community foundation members.  The Charitable IRA Portfolio is a collection of tools designed to help you communicate the exciting new giving opportunities available to donors as a result of new legislation. To share the details and value of this development with donors, professional advisors and the media, the Charitable IRA Portfolio includes talking points/fact sheet, web content, event presentation, guidebook and more.

Transfer of Wealth in Rural America

In the book, Transfer of Wealth in Rural America, Don Macke, Deborah Markley and Ahmet Binerer share the Center for Rural Entrepreneurship’s new transfer of wealth scenarios for the U.S. – a remarkable $15.4 trillion could be passed from one generation to the next over the next 20 years. What might this mean for communities and foundations, particularly in rural America? This toolkit, created by the Center for Rural Entrepreneurship in partnership with the Council of Michigan Foundations, was created to help foundation leaders present the transfer of wealth opportunity to board and community leaders and to begin the tough but important conversations about capturing and investing wealth for the future. The timing of wealth transfer and constrained public sector resources mean we need to begin these conversations…today!