Financial Organizing: Recording and ResourcesOn July 14, our expert panel shared their professional expertise and practical tips and tools for financial organizing, so that you can feel confident that you have the right team of experts in your corner and the systems and oversight in place to be confident in your financial future.
Please enjoy the webinar recording, slide deck, and supplemental resources provided by our panelists. If you have any questions about charitable giving, please contact our Director of Philanthropy Christy Cole.
Handy tools developed by panelist Todd Ihrig including a monthly money management task list, an estate information checklist, and a “give with a plan” framework.
Monthly Money Management Tasks
Give With a Plan
Estate Information Checklist
LEGACY GIVING
Planning a future gift to the Arlington Community Foundation offers the opportunity to make a difference in our community forever and leave a legacy by ensuring that future generations benefit from the gift you plan today. Learn more
HOW WE SUPPORT ADVISORS AND THEIR CLIENTS
The advantage of a community foundation is that it can pool resources and provide even greater assistance. We can also provide tax advantages and secure accountability on all gifts. Learn more
WAYS TO GIVE
The Foundation offers the full range of philanthropic vehicles allowed by law, including cash gifts, readily marketable securities, insurance policies and real estate. Learn more