From this page you can view and download documents that will assist both you and your clients in charitable giving.

If you would like printed copies of any of these materials to give to your clients, please contact the Community Foundation's staff.

These documents require Adobe Reader.

Resources for Professional Advisors:

• Charitable Bequest Language
• Gift Acceptance Policy
• Investment Policy
• IRS Determination Letter
• Sample Fund Agreement

Resources for Your Clients:

• Community Foundation Brochure
• Estate Planning Booklet
• Frequently Asked Questions
• Information Packet