Giving Toolkit

Our goal is to make your giving easy, engaging and effective.

Draft Agreement for a Fund Donors may choose to establish one or more funds with the Foundation. Often donors find these funds to be an attractive alternative to creating their own private foundations. We have provided standard fund agreements (linked below) for each type of fund.
Unrestricted Endowed Fund agreement (PDF)
Unrestricted Non-endowed Fund agreement (PDF)
Donor Advised Endowed Fund agreement (PDF)
Donor Advised Non-endowed Fund agreement (PDF)
Nonprofit Agency Endowment Fund agreement (PDF)  

Other helpful information for donors: 

DONORS. New Tax Opptys.2018
How to Transfer Securities
Grant Recommendation Form