Forms
The following forms can be used for making annual gifts, planned gifts and gifts of stock or mutual funds. Forms are also available for starting a fund and for making grant nominations from a fund. If you do not have PDF software and are having trouble using our forms, you can download Adobe Reader below for free. Please contact us at info@cftompkins.org or 607-272-9333 if you're unable to find the desired form.
Fund Forms and Resources
- Donor Advised Fund Resources
- Donor Advisor Handbook
- Choosing a Fund Name
- Request for Change of Fund Advisors
- Change of Successor Donor Advisor(s)
- 2017 Donor Advisor Fund Agreement Endowed
- 2017 Donor Advisor Fund Agreement Expendable
- 2018 Spending Policy for Maximum Allowed Grantable Amounts
- Fund Activity Policy
- Grant Nomination Form
- Agency and Designated Funds Resources
- Field of Interest Fund Resources
Planned Giving Forms
Downloads
- Gift Acceptance Policies Encouraging gifts that further the mission of the Foundation
- 2018 Spending Policy Grantable Amounts, Minimums and Fees
- Fund Activity Policy Definitions and timelines for activity for a variety of fund types.
