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Sample Fund Agreements
- Donor Advised Fund (Quasi-Endowed)
- Donor Advised Fund (Endowed)
- Designated Fund
- Scholarship Fund
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Miscellaneous
- Confidentiality Policy
- Conflict of Interest Policy
- Due Diligence Policy
- Gift Acceptance Policy
- Gift Annuity Policy
- Investment Policy
- Scholarship Policies
- Investment Fact Sheets
- Audited Financial Statements
- Form 990 (Fiscal Year 2010, from July 1, 2009 - June 30, 2010)
- IRS 501c3 determination letter
- Fee Schedule
- Donor Advised Grant Request Form
- Program Expense Form **** NEW!! *** Click here to submit your request using our online form
- Scholarship Fund Procedures
- Sample Scholarship Application