431 East Fayette Street     Suite 100     Syracuse, NY 13202     Tel: 315.422.9538
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Documents for Advisors

The following table lists instructions, forms and sample agreements that will help you serve those clients interested in charitable giving. Also listed are collateral pieces you can provide your clients interested in giving through 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
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 Client Resource
Scholarship Fund Sample Agreement Scholarship Funds Sample Fund Agreement
Stock Transfer Instructions Stock Transfer Instruction
Legacy Society Form Wills & Bequests Form
Legacy Giving Brochure Giving to the Community Foundation Client Resource
Scholarship Funds Fact Sheet Scholarship Funds Client Resource
Real Estate Gifts Fact Sheet  Giving to the Community Foundation  Client Resource 
Top Ten Ways to Use Donor-Advised Funds Fact Sheet  Donor-Advised Funds  Client Resource 
Community Fund Fact Sheet  Giving to the Community Foundation  Client Resource 
Gifts of Securities Fact Sheet Giving to the Community Foundation Client Resource
Designated Funds Fact Sheet Designated Funds Client Resource
Creating a Scholarship Fund Fact Sheet Scholarship Funds Client Resource
Nonprofit Agency Funds Fact Sheet Nonprofit Agency Funds Client Resource
Field-of-Interest Funds Fact Sheet Field-of-Interest Funds Client Resource
Donor-Advised Funds Fact Sheet Donor-Advised Funds Client Resource
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
What Can the Community Foundation Do for you and your Clients? How to Start a Charitable Conversation with Clients Advisor and Client Resource
Your Legacy. Your Plan. Legacy Giving Client Resource


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Community Foundation staff is available to discuss specific charitable giving scenarios,  provide materials or gift illustrations, and attend joint meetings with your clients if appropriate. Contact us by phone at (315) 422-9538 or fill out this form.