Forms, Applications and Resources

Please find the forms and documents you may need in order to get started below:


For Donors (and their Professional Advisors): 

Establish a Donor Advised Fund: Application

Compare Your Options: DAF vs Private Foundation

Designated Fund Handout

Donor Advised Fund Handout

Endowment Fund Handout

Field of Interest Fund Handout

Planned Gift Confirmation Form

Professional Advisor Handout 

Support Schedule

Tax Strategy: Charitable Gift Bunching

Tax Strategy (2021 Update): Did You Know Your Clients Could Use Their RMD to Start a Charitable Fund at the CFB?

Frequently Asked Questions

For Nonprofits: 

Report Form Questions List:

Competitive Grant Blank Budget Template

Nonprofit Endowment Fund Handout