Forms and Resources

Following are various forms, templates, and resources for professional advisors. If you don’t find the resource you’re looking for, please contact Clark Collier, CICF Director of Giving Strategies.

POLICIES & INSTRUCTIONS

• Gift Acceptance Policies and Procedures Manual
• Fund Minimums and Fees Quick Reference
• Policy for Gifts of Real Property
• Policy for Gifts of Closely Held Stock
• Policy for Gifts of Partnership Interests
• Policy for Fundraising for Component Funds

OTHER RESOURCES

• Charitable Gift Planning with Donor-Advised Funds: Beyond the Basics
• Planning for Business Succession Using Charitable Techniques
• Model Standards of Practice for the Charitable Gift Planner
• Association of Fundraising Professionals Code of Ethical Standards
• Guidelines for Reporting and Counting Charitable Gifts
• Valuation Standards for Charitable Planned Gifts
• Charitable Life Insurance Evaluation Guidelines
• Comparing Options for Formalized Giving