
Fund-Advisor
Forms & Documents
Donor-Advised Fund Documents
Here are the essential forms and documents Fund Advisors need to administer their donor-advised funds.

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Learn More About Our Giving Philosophy
- 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?
- Creating conversations about givingMoney 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