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 Fund Agreements

Sample Language
Sample Fund Purposes - Current
Sample Fund Purposes - Testamentary
Suggested Bequest Language

Transferring Securities
Securities Transfer Information
Stock Certificates
Stock or Bond Power Form

Pooled Income Fund
Instrument of Transfer (single)
Instrument of Transfer (couple)

Charitable Gift Annuity
Policies and Procedures
Donor Information Form

Supporting Organizations
Services Agreement

Tax-Exempt Status
IRS Determination Letter/Tax ID#