Fund-Advisor

Forms & Documents

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

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

OFFICE ADDRESS

6075 Poplar Ave., Suite 130
Memphis, TN 38119

REACH OUT

901-682-6201
info@ccfmemphis.com

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End-of-year giving reminders for 2025
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