General Information / Quick Reference

• Donor Handbook and Fund Policies (email Marcia Shackelford for a copy of our Donor Handbook)
• IRA Charitable Rollover Information
• Gift Acceptance Policy
• Private Foundation Termination Process

Gift forms

• Donation form (contribute to any Community Foundation fund)
• Stock Transfer Form (make a gift of securities to a fund)
• Fund agreement form (establish a new fund or update an existing fund)
• Donor-advised Fund agreement form (establish a new fund or update an existing fund)
• Nonprofit fund agreement form (establish a new nonprofit fund or update an existing fund)
• Grant request form (make a gift from a fund to a nonprofit organization)

Planned giving & Legacy Society forms

• Sample bequest language (to make a gift through a will, trust, or retirement plan account)
• Legacy Society enrollment form (to recognize those who make planned gifts to a Community Foundation fund)