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Donor Advised Fund vs Private Foundation Comparison
Community Foundations and High Networth Individuals
Fund Fact Sheets
Currently being revised
Presentations
The Role of the Professional Advisor in Planned Giving – Kathryn Miree, JD
Five Steps to a Successful Endowment – Kathryn Miree, JD
Five Steps to a Successful Endowment – Kathryn Miree, JD
Customized Giving Case Studies – Sidney Hargro
New Funds and Bequests Documents
How to Start a Fund – Steps and FAQs
Sample Donor Advised Fund Agreement
Sample Scholarship Fund Agreement
Sample Bequest Language
Tax Documentation
Tax Exempt 501c3 Letter
