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
Field of Interest Fund Handout
Planned Gift Confirmation Form
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?
For Nonprofits:
Report Form Questions List:
- Interim Report-Competitive Grants
- Final Report-Competitive Grants
- Final Report-Non-competitive Grants