Advisor Resources
Helping You Help Your Clients Give Back
As a trusted advisor, your clients count on you to guide them, especially when it comes to philanthropy and charitable planning. At DuPage Foundation, we understand the important role you play, and we’re here to be your partner in helping clients achieve their unique giving goals.
With our expertise in charitable giving strategies and deep knowledge of the local nonprofit landscape, we can help you add even more value to your client relationships.
Free services we provide to support your clients include:
• One-on-one consultations and conference calls
• Introductions and site visits to local charities
• Support in clarifying charitable giving objectives
• Advice to streamline current and future giving plans
• Customized giving plans designed for flexibility and tax efficiency
We’re also here as a resource for you. Beyond client support, we offer:
- Continuing education programs to keep you current on charitable planning trends
- Networking opportunities to connect with peers who share your passion for philanthropy
Together, we can help your clients give with confidence and make a lasting impact.
Downloadable Resources
What is a Community Endowment?
IL Gives Tax Credit Info Sheet
All in DuPage Info Sheet
Helpful Videos
Helpful Blogs
Year-End Giving Reminders and Tips to Maximize Your Benefits Ahead of 2026 Tax Law Changes
As we approach the end of 2025, now is the time to finalize your year-end giving plans. With new rules taking effect on January 1, 2026, acting now will help you maximize the benefits of your charitable contributions. Here are two key changes taking effect in 2026:...
Charitable Minute: What’s a Community Endowment
In the charitable world, what do you call a permanent fund that provides ongoing support for local causes? We call it a community endowment. Think of an endowment like a charitable investment account. It offers reliable funding for the needs of today—and tomorrow....
FAQs About IRA Qualified Charitable Distributions (QCDs): What You Need to Know
At DuPage Foundation, we can help you navigate the ins and outs of charitable giving. Below, we’ve answered some of the most common questions advisors ask about Qualified Charitable Distributions (QCDs), so you can help your clients make the most of this powerful...
If This, Then That: Your Charitable Planning Cheat Sheet
Attorneys, CPAs, and financial advisors—are you searching for the right charitable giving tools for your client? Whether you're brainstorming options or navigating a unique client situation, we’re always here to be a sounding board. If philanthropy is on the table,...
The Illinois Gives Tax Credit: A Powerful Incentive to Invest in DuPage
Big news for DuPage donors: Illinois taxpayers can now maximize their impact through the new Illinois Gives Tax Credit Act, which took effect on January 1, 2025. But the State’s annual funding of the program is limited, so it’s important to be proactive. What Is the...
Gifts of Appreciated Stock: Let the Numbers Do The Talking
No matter how frequently you remind clients to pause before they automatically reach for the checkbook to make their charitable gifts, many clients still give cash! As an attorney, accountant, or financial advisor, you are well aware that giving long-term appreciated...
“Testamentary Funds” and Other Handy Tools for Charitable Clients Who Are Planning Ahead
Getting a jump on a future “to do” list is always such a good feeling. The team at DuPage Foundation can help you with your clients’ long-term charitable giving plans by putting in place the structures to receive bequests decades from now, or in case they are suddenly...
Help Clients Unlock the Power of Purposeful Planning
What do the following famous people have in common? Aretha Franklin. Prince. Amy Winehouse. Jimmy Hendrix. Sonny Bono. Abraham Lincoln. Michael Jackson. James Gandolfini. Princess Diana. Heath Ledger. All these well-known, popular, and successful people died without a...
Structuring Multi-Generational Philanthropy
An important first step in creating any multi-generational philanthropy plan is to advise clients to consider organizing their charitable giving by partnering with their local community foundation to articulate their philanthropic purpose. The process of organizing a...
