The Charitable Toolkit


Whether it’s providing you with resources before a meeting or directly connecting with your clients, our team can help you with charitable conversations.

Not sure if your client is interested in philanthropy? Take a look at these 10 Indicators to Identify Charitable Prospects or get started with our New Fund Form.

About GCF — Information to Share with Your Clients



Online Booklet


Downloadable PDF


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Michele Carey, CAP® 
Vice President, Philanthropic Strategies