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Donor Toolkit

What's Your Vision?

Our Donor Toolkit helps you identify and clarify your values, interests and charitable vision, and then align them with your philanthropy.

Our suite of resources is designed to inspire and guide your charitable giving journey. Each section of the toolkit covers a different topic, such as family philanthropy or legacy giving.

If you’re a current fundholder, the toolkit is available by contacting your philanthropic advisor for access.

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