Booklets and Forms ~
Learn how you can make the most impact in your community with us.
Are you:
- a donor seeking to make an impact within your community?
- a charity interested in how we can assist you in reaching your goals?
- a professional advisor wanting to support your clients and their charitable giving?
- a curious individual wanting to know more?
Our booklets are a great place to start.
Booklets
Forms
Sample Will Clauses
Stock & Securities Transfer Form
Succession Planning Form
Successor Fund Advisor Form
External Resources
Charity Resource Hub
Can't find what you're looking for? Reach out to us and we'll be happy to help!
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