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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A look back at Hope for Memphis Fund in 2024
Are you familiar with our Hope for Memphis Fund? It was established at CCF’s founding as a means to support local nonprofit ministries using money from our operational budget surplus. That means when you give through your DAF, you’re also giving back to the city of Memphis! Our goal with the Hope for Memphis Fund… Read more: A look back at Hope for Memphis Fund in 2024
Can CCF help build a giving plan?
Life is full of big decisions, and charitable giving is no exception. Major considerations like choosing a career, buying a house or starting a business benefit greatly from a strategy – and so does giving. You wouldn’t buy a house without considering the size of your family, your available funding, the school district or the… Read more: Can CCF help build a giving plan?
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?