Decisions When Opening a Fund
Decisions When Opening a Fund
Fund Agreements
Advised Endowment (Single)
Advised Endowment (Couple)
Advised Non-endowment (Single)
Advised Non-endowment (Couple)
Agency Endowment
Agency Non-endowment
Designated/Field of Interest Endowment (Single)
Designated/Field of Interest Endowment (Couple)
Testamentary Field of Interest Endowment
Testamentary Designated Endowment
Testamentary Advised Endowment
Testamentary Advised Non-endowment
Legacy Fund
Sample Language
Sample Fund Purposes - Current
Sample Fund Purposes - Testamentary
Suggested Bequest Language
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Transferring Securities
Securities Transfer Information
Stock Certificates
Irrevocable Stock or Bond Power Form
Pooled Income Fund
Instrument of Transfer (Single)
Instrument of Transfer (Couple)
Charitable Gift Annuity
CGA Policies and procedures
Donor Information Form
Supporting Organizations
Services Agreement
Tax-Exempt Status
IRS Determination Letter/Tax ID#
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