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Documents for our Donors & Fundholders

The following table lists instructions, forms and sample agreements that will help you establish and/or administer a fund or other giving vehicle with the Community Foundation. Don't see what you are looking for? Contact Us.
Click on headers of table to sort or search by keyword in the field below.
Name Topic File Type
5forCNY Transfer of Wealth Resource
CRT Sample Agreement Charitable Remainder Trusts Sample Fund Agreement
DAF Grantmaking Guidelines Donor-Advised Funds Resource
DAF Sample Agreement Donor-Advised Funds Sample Fund Agreement
Designated Fund Sample Agreement Designated Funds Sample Fund Agreement
FOI Fund Sample Agreement Field-of-Interest Funds Sample Fund Agreement
Bequest Sample Language Wills & Bequests Sample Language
Agency Fund Sample Agreement Nonprofit Agency Funds Sample Fund Agreement
Private Foundations vs. Donor Advised Funds Donor-Advised Funds Resource
Scholarship Fund Sample Agreement Scholarship Funds Sample Fund Agreement
Stock Transfer Instructions Stock Transfer Instruction
Legacy Giving Brochure Giving to the Community Foundation Resource
Legacy Society Form Wills & Bequests Form
Scholarship Funds Fact Sheet Scholarship Funds Resource
Real Estate Gifts Fact Sheet  Giving to the Community Foundation  Resource 
Top Ten Ways to Use Donor-Advised Funds Fact Sheet  Donor-Advised Funds  Resource 
Community Fund Fact Sheet  Giving to the Community Foundation  Resource 
Community Fund Brochure Giving to the Community Foundation  Resource 
Gifts of Securities Fact Sheet Giving to the Community Foundation Resource
Designated Funds Fact Sheet Designated Funds Resource
Creating a Scholarship Fund Fact Sheet Scholarship Funds Resource
Nonprofit Agency Funds Fact Sheet Nonprofit Agency Funds Resource
Field-of-Interest Funds Fact Sheet Field-of-Interest Funds Resource
Donor-Advised Funds Fact Sheet Donor-Advised Funds Resource
Donor-Advised Fund Handbook Donor-Advised Funds Resource
Donor-Advised Fund Grant Request Form Donor-Advised Funds Form
Donor Information Form Giving to the Community Foundation Form
Transfer of Mutual Fund Shares Mutual Fund Shares Resource
Private Foundation Conversion Checklist for Donors Private Foundations Form
Private Foundation Conversion Checklist for Scholarships Private Foundations Form
Your Legacy. Your Plan. Legacy Planning One-Pager Legacy Planning Resource


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(315) 422-9538.