These advisor resources are designed to help you guide clients toward charitable giving that is strategic, tax-efficient, and aligned with their long-term financial goals. Collaboratory accepts a wide range of assets and offers flexible giving vehicles—making it easy to translate philanthropic intent into effective action. With clear tools, sample language, and experienced local support, we help you move confidently from planning to impact.
An overview of charitable giving options beyond cash, including appreciated securities, real estate, business interests, and other complex assets, with planning considerations for advisors and their clients.
A practical framework to help donors align their values with philanthropic goals, maximize tax advantages, and create lasting community impact.
Clear, attorney-ready sample language to help advisors and clients easily include Collaboratory in wills, trusts, and other estate planning documents.
A detailed outline of the assets Collaboratory can accept and the due diligence process we use to ensure responsible stewardship of charitable gifts.
Honoring a loved one through a memorial gift is a meaningful way to celebrate their life and lasting impact. A memorial gift to Collaboratory not only keeps their memory alive but also contributes to the future of Southwest Florida by supporting initiatives that address our community’s greatest needs.
A snapshot of Collaboratory’s financial stewardship, community impact, and progress toward solving Southwest Florida’s most pressing challenges.
As a community foundation, we manage charitable resources, support meaningful work, and stay responsive as community needs change. We are committed to learning, adapting, and showing up where we are needed most .
We would be happy to keep you up-to-speed. Join our email list and we’ll keep you well informed of our progress.
For accessibility assistance, contact us via phone: 239-274-5900 or email: info@collaboratory.org
Collaboratory — 2031 Jackson St, Fort Myers, Florida 33901 — Telephone 239 274 5900
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SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC., DBA COLLABORATORY, IS REGISTERED WITH THE STATE OF FLORIDA. A COPY OF THE OFFICIAL REGISTRATION (CH661) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE OR VISITING WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. OUR CONFIDENTIALITY POLICY, CONFLICT OF INTEREST POLICY AND WHISTLEBLOWER POLICY ARE AVAILABLE UPON REQUEST. EIN #59-6580974
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