About-Us

Ways to Give

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pdf Grant and Grow Building Legacies, Impacting Lives ( pdf, 535 KB ) (250 downloads)
pdf Charitable Funds Explained ( pdf, 5.58 MB ) (1475 downloads)
pdf CFofM Agency Funds Explained ( pdf, 75 KB ) (1664 downloads)
pdf Free Guide to Talking to Your Advisor ( pdf, 119 KB ) (3839 downloads)
pdf Funds Overview ( pdf, 1.05 MB ) (10032 downloads)
pdf Direction to Transfer ( pdf, 69 KB ) (15043 downloads)
pdf General Donation Form ( pdf, 270 KB ) (13569 downloads)
pdf Generations Document ( pdf, 777 KB ) (17692 downloads)
pdf Compare Public vs Private Fund ( pdf, 251 KB ) (7545 downloads)
pdf Appreciated Securities ( pdf, 1.01 MB ) (16855 downloads)
pdf Insurance ( pdf, 875 KB ) (15813 downloads)
pdf CRT ( pdf, 1.01 MB ) (15584 downloads)
pdf Bequests ( pdf, 506 KB ) (16403 downloads)
pdf About Endowments ( pdf, 579 KB ) (8868 downloads)
pdf Gift Planning Matrix PDF ( pdf, 1.10 MB ) (16883 downloads)
pdf General Bequest Sample Language ( pdf, 415 KB ) (22759 downloads)