Donor-Advised Fund Documents

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

Need more help?

Connect with us.

OFFICE ADDRESS

6075 Poplar Ave., Suite 130
Memphis, TN 38119

REACH OUT

901-682-6201
info@ccfmemphis.com

• Facebook
• X

"*" indicates required fields

Name*

Email*

Subject*

Message*

Comments

This field is for validation purposes and should be left unchanged.

Learn More About Our Giving Philosophy

• 
  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?
• 
  Three myths about donor-advised funds
  Donor-advised funds make giving easy, efficient, effective and flexible. It’s the equivalent of having your own foundation and is helpful for anyone who gives more than once per year to multiple charitable organizations. Because of all these perks, there’s a lot of talk about DAFs – almost like they’re too good to be true. We… Read more: Three myths about donor-advised funds