Ways to Give

Select Toggle Title Date
pdf Grant and Grow Building Legacies, Impacting Lives ( pdf, 535 KB ) (152 downloads)
pdf Charitable Funds Explained ( pdf, 5.58 MB ) (1333 downloads)
pdf CFofM Agency Funds Explained ( pdf, 75 KB ) (1561 downloads)
pdf Free Guide to Talking to Your Advisor ( pdf, 119 KB ) (3663 downloads)
pdf Funds Overview ( pdf, 1.05 MB ) (9861 downloads)
pdf Direction to Transfer ( pdf, 69 KB ) (14841 downloads)
pdf General Donation Form ( pdf, 270 KB ) (13383 downloads)
pdf Generations Document ( pdf, 777 KB ) (17507 downloads)
pdf Compare Public vs Private Fund ( pdf, 251 KB ) (7463 downloads)
pdf Appreciated Securities ( pdf, 1.01 MB ) (16671 downloads)
pdf Insurance ( pdf, 875 KB ) (15636 downloads)
pdf CRT ( pdf, 1.01 MB ) (15425 downloads)
pdf Bequests ( pdf, 506 KB ) (16220 downloads)
pdf About Endowments ( pdf, 579 KB ) (8792 downloads)
pdf Gift Planning Matrix PDF ( pdf, 1.10 MB ) (16707 downloads)
pdf General Bequest Sample Language ( pdf, 415 KB ) (22579 downloads)