Fund-Advisor

Forms & Documents

Donor-Advised Fund Documents

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

Donor-Advised Fund AgreementGrant Planning Form
Portfolio ReturnsLegacy Fund Planning Form
Company Donor-Advised Fund AgreementLiving in the Kingdom Economy
Donor-Advised Fund BrochureNonprofit Organization Fund Agreement
Developing Your Stewardship PhilosophyScholarship Fund Schedule
Estate Planning Through Donor-Advised FundsStrategic Christian Giving
Financial Retirement Planning ServicesWhat Does God Say About Money and Giving?
Gift Acceptance Policy

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Memphis, TN 38119

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info@ccfmemphis.com

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Learn More About Our Giving Philosophy

  • A look back at Hope for Memphis in 2023
    Did you know by having a fund at the Christian Community Foundation, you’re giving back to your community beyond what you grant individually? The Hope for Memphis Fund grant utilizes surplus funds from operations and fees from all donor-advised funds to create more sustainable, effective Christian ministries and leaders who are seeking city-wide transformation.
  • Five questions to ask your financial advisor about giving
    When giving, it’s important to have all your ducks in a row. The process can be arduous (completing forms, gathering paperwork for tax season, etc.), but by asking your financial advisor the right questions, you can be more prepared to maximize your giving strategy to its full potential. Here are a few questions to consider asking your financial advisor before beginning your giving journey.
  • It’s National Nonprofit Day!
    At CCF, we love being your conduit of giving to your favorite organizations and causes, but did you know there are ways to support your favorite nonprofits year-round without monetary donations?