Advisor Toolkit

We’re here to help you. Below are resources and tools that will assist you in helping your clients achieve their charitable and financial goals.

Financial and Investment Information

• Foundation for MetroWest Audited Financial Statements
• 2018 Form 990
• Foundation for MetroWest Investment Policy Statement
• Foundation for MetroWest Gift Acceptance Policy
• Foundation for MetroWest Investment Committee

Instructions

• Sample Bequest Language

Foundation for MetroWest Publications

• Foundation for MetroWest Annual Reports
• PALC Giving Playbook

Philanthropy Resources

• Center of Philanthropy at Indiana University
• Council on Foundations
• Chronicle of Philanthropy
• Foundation Center
• Guidestar
• 990 Finder