Forms and Documents

The Community Foundation has provided some of the most common forms and documents that are used so that you may download them for your convenience.

Fund Documents 

Descriptions

Agency Endowment Funds
Community Funds
Designated Funds
Donor-Advised Funds
Field-of-Interest Funds
Scholarship Funds

Sample Fund Agreements

Donor-Advised Fund

Donor Forms

Guidelines for Donor-Advised Funds
Grant Recommendation Form
Transfer of Securities Form