Resources

Below are several forms and documents to print and/or complete and transmit electronically in order to get started creating powerful, rewarding philanthropy through Community Foundation for Brevard.

 

Donors / Professional Advisors:

Establish a Donor Advised Fund: Application

Compare Your Options: DAF vs Private Foundation

Designated Fund Handout

Donor Advised Fund Handout

Endowment Fund Handout

Field of Interest Fund Handout

Grant Recommendation Form (for donor advisors)

Planned Gift Confirmation Form

Professional Advisor Handout 

Support Schedule

Tax Strategy: Charitable Gift Bunching

Tax Strategy (2021 Update): Did You Know Your Clients Could Use Their RMD to Start a Charitable Fund at the CFB?

For Nonprofits: 

Grant Report Form

Competitive Grant Blank Budget Template

Nonprofit Endowment Fund Handout