Please find the forms and documents you may need in order to get started below:
For Donors (and their Professional Advisors):
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?
Report Form Questions List:
- Interim Report-Competitive Grants
- Final Report-Competitive Grants
- Final Report-Non-competitive Grants