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

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: 

Report Form Questions List:

• Interim Report-Competitive Grants
• Final Report-Competitive Grants
• Final Report-Non-competitive Grants

Competitive Grant Blank Budget Template

Nonprofit Endowment Fund Handout