Resources
Below are resources advisors request from our office regularly and recordings from advisor trainings. Please contact Donor Engagement Officer Tasha Dimling for other documentation or sample fund agreements.
The Community Foundation 101
- What is a Community Foundation? (112.801 KB)
- Donor Bill of Rights (206.141 KB)
- Community Foundation as an Alternative to Private Foundations (79.1 KB)
Planned Giving
- Gift Acceptance Policy (166.733 KB)
- Suggested Bequest Language (22.538 KB)
- Comparative Chart of Planned Gifts (90.268 KB)
Choosing a Fund Type
- Fund Comparison Chart (80.472 KB)
- Donor Advised Funds, Supporting Organizations, Private Foundations Compared (66.604 KB)
- Donor Advised Fund Options (475.349 KB)
- Scholarship Program Frequently Asked Questions (205.351 KB)