| 5forCNY |
Transfer of Wealth |
Resource |
| CRT Sample Agreement |
Charitable Remainder Trusts |
Sample Fund Agreement |
| 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 Society Form |
Wills & Bequests |
Form |
| Donor Brochure |
Giving to the Community Foundation |
Resource |
| Scholarship Funds Fact Sheet |
Scholarship Funds |
Resource |
| Real Estate Gifts Fact Sheet |
Giving to the Community Foundation |
Resource |
| Philanthropic Services for Nonprofit Organizations Fact Sheet |
Nonprofit Agency Funds |
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 |
| 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 |