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Forms library

Use these forms and language guidelines when setting up a fund at the community foundation. Each form is available as a Word or PDF document: When you click on the link, it will appear in its own browser window, from which it can be copied, saved or printed.

To talk to a member of our philanthropic services team about any of the forms you find here, please call (213) 413-4130.

Charitable Fund Guidelines

A comprehensive guide to help donors manage their fund and grantmaking (PDF)

Charitable Remainder Unitrust 

Charitable Remainder Unitrust Agreement (aka Charitable Family IRA)

Fees

Administrative Fee Schedule (PDF)

Final Distributions from Funds

Policy for Distributing All or Substantially All Liquid Assets From Funds (80/20 payout) (PDF)

Grant Recommendation Form

Donors can complete and fax this form to recommend a grant to a charity of their choice (PDF)

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Instruments of Gift

Type of Fund
Word PDF
Agency Endowment Fund Instrument of Gift
Download  
Unrestricted Fund Instrument of Gift
Download Download
Donor Advised Fund Instrument of Gift
Download  
Donor Advised Scholarship Fund Instrument of Gift
Download  
Field of Interest Fund Instrument of Gift
Download Download
Restricted Fund Instrument of Gift
Download Download
Scholarship Fund Instrument of Gift
Download Download

Supporting Organizations

Supporting Organization Articles of Incorporation
Supporting Organization Bylaws
Supporting Organization Policy

Will Language 

Type of Fund
Word PDF
Unrestricted Fund Will Language
Download Download
Donor Advised Fund Will Language
Download  
Donor Advised Scholarship Fund Will Language
Download  
Field of Interest Fund Will Language
Download Download
Restricted Fund Will Language
Download Download
Scholarship Fund Will Language
Download Download

Scholarship Funds Criteria

Scholarship Fund Criteria

Stock Transfer Instructions

Stock Transfer Instructions

 

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