Fund-Advisor

Forms & Documents

Here are the essential forms and documents Fund Advisors need to administer their donor-advised funds.

Donor-Advised Fund Agreement	Grant Planning Form
Portfolio Returns	Legacy Fund Planning Form
Company Donor-Advised Fund Agreement	Living in the Kingdom Economy
Donor-Advised Fund Brochure	Nonprofit Organization Fund Agreement
Developing Your Stewardship Philosophy	Scholarship Fund Schedule
Estate Planning Through Donor-Advised Funds	Strategic Christian Giving
Financial Retirement Planning Services	What Does God Say About Money and Giving?
Gift Acceptance Policy

OFFICE ADDRESS

6075 Poplar Ave., Suite 130
Memphis, TN 38119

REACH OUT

901-682-6201
info@ccfmemphis.com

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How often should you update your DAF agreement?
We often tout the benefits of donor-advised funds – the ability to reap immediate tax benefits, to direct those funds to deserving causes and organizations, and to consolidate and simplify your giving to these organizations. But while a DAF can be a relatively simple way to manage your giving, it’s not totally hands-off. In addition… Read more: How often should you update your DAF agreement?
Creating conversations about giving
Money is a taboo subject for many people. In fact, 62% of Americans don’t talk about it at all. But giving isn’t just about money. While generosity certainly can manifest as a monetary gift, it can also come in the form of a supportive attitude, volunteering time or providing resources – from professional services to… Read more: Creating conversations about giving
Do you need a financial advisor to open a DAF?
There are often misconceptions about donor-advised funds, but we’re here to answer any questions and assist you on your giving journey! One such question we receive is if having a financial advisor is necessary to open a donor-advised fund. The short answer is no, it’s not required to have a financial advisor to open a… Read more: Do you need a financial advisor to open a DAF?