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Advisor Toolkit
Your Trusted Partner in Giving
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Charitable Giving Workbook
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Types of Charitable Funds
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Donor Advised Fund vs. Private Foundation
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Charitable Bunching Overview
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Sample Donor Advised Fund Agreement
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Sample Bequest Language
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Donor Toolkit
2024 Fact Sheet
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Donor Portal Guide
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Charitable Bunching Overview
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Donor Recommendation Form
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Donor Advised Fund
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Planned Giving
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Private Foundation Services
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Organization Endowment Funds
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Pledge Card
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Supporting Foundations
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Fillable Charitable Giving Workbook
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Charitable Giving Workbook
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Endowment Building Toolkit
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Finance
2023 990T
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2023 990
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2023 Audited Financial Statements
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Investments at a Glance
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Administrative Fee Schedule
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IRS Determination Letter
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Understanding Your Quarterly Market Summary
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Neighborhoods
Neighborhood Directory
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Healthy Neighborhood Framework
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Policies
Investment Policy Statement
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Charitable Payout Policy
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Procedure for Operation of Donor Advised Funds
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Whistleblower Protection Policy
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Gift Acceptance Policy
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Conflict of Interests and Ethics Policy
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Privacy Policy
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Scholarship Committee
Scholarship Committee Chair Guide
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Scholarship Committee Member Guide
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Scholarship Selection Committee Roster and Report
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Scholarship Committee Application Instructions
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Scholarship Scoring Rubric
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Scholarships
Scholarship Application Guide
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