Professional Advisor Resources

Policies

We value transparency. We publish all of our donation policies for your review.

Administrative Fee

Donation Policy

Donor Advised Funds Administrative Policy

Donor Initiated Fundraising

Gifts of Real Estate

Investment Policy

Spending Policy

Undistributed Grant Funds

Donor Recommended Advisor Policy

Sample Fund Agreements

Advised Scholarship Fund Agreement

Agency Endowment Fund Agreement

Agency Non-permanent Fund Agreement

Designated Endowment Fund Agreement

Designated Non-permanent Fund Agreement

Discretionary Endowment Fund Agreement

Discretionary Non-permanent Fund Agreement

Discretionary Scholarship Fund Agreement

Donor Advised Endowment Fund Agreement

Donor Advised Non-permanent Fund Agreement

Field of Interest Endowment Fund Agreement

Field of Interest Non-permanent Fund Agreement

Learning Portal

Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents through this valuable resource, offered to you free of charge.

Visit the Learning Portal