May 9, 2008 Talking Philanthropy with Clients Ways To Give Types of Funds Alternatives to Foundations Services for Charitable Organizations Form & Document Library Advisor News Articles PGDC Donor Funds   Donor-Advised Funds Overview and Sample Endowment Fund Agreement or Sample Pass-Through Fund Agreement   Donor-Designated Endowment Funds Overview and Sample Fund Agreement Supporting Foundations Overview and Sample Agreement   Scholarship Funds Overview and Sample Fund Agreement   Girl’s Outreach (GO) Funds Overview and Sample Fund Agreement   Community Funds Community Funds Overview  Charitable Organization Funds Endowment Funds for Charitable Orgs. Overview and Sample Fund Agreement Types of Gifts   Contribution Form   Charitable Bequests Overview and Sample Bequest Language   Charitable Gift Annuities Overview and Fee Policy   Charitable Lead Trusts Overview   Charitable Remainder Trusts Overview   Life Insurance Gifts Overview   Qualified Retirement Plan Gifts Overview   Real Property Gifts Overview and Real Estate Policies   Transferring a Private Foundation Handout View a comparison chart of donor-advised funds, supporting organizations, and private foundations. Securities – Stocks and Bonds Gifts Handout Instructions for contributions of stocks and bonds Sample letter of donor intent for stock transfer Irrevocable stock or bond power Handouts & Resources for your clients  Flexible charitable vehicles. Effective financial solutions      Other Documents  Model standards of practice for CICF    For more information, please contact Jan Edmondson, senior gift planning officer, at 317.634.2423. Contact Us