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 feel free to contact Sarah Weaver of our development and gift planning team at 317-634-2423.
2022 Professional Advisor Seminar Materials
- Advanced Charitable Brainteasers: Trends and Case Studies, Presentation
- The Top 10 Charitable Trends Every Charitable Advisor Should Know in 2022, Presentation
SAMPLE AGREEMENTS & LANGUAGE
- Donor Designated Endowment Fund Agreement Template
- Donor Field of Interest Endowment Fund Agreement Template
- Donor-Advised Endowment Fund Agreement Template
- Donor-Advised Pass-Through Fund Agreement Template
- Charitable Organization Endowment Fund Agreement Template
- Charitable Organization Non-Permanent Fund Agreement Template
- Donor Designated Scholarship Endowment Fund
- Blue Ribbon Endowment Scholarship Fund Agreement Template
- Blue Ribbon Pass-Through Scholarship Fund Agreement Template
- Outside Selection Committee Endowment Scholarship Fund Agreement Template
- Outside Selection Committee Pass-Through Scholarship Fund Agreement Template
- Sample Bequest Language
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
2019 Professional Advisor Seminar Materials
- Some Recapture Considerations and Other Problems Relating to Charitable Lead Trusts
- New Valuation Rules for NICRUT/NIMCRUT Early Termination
- Planning for Charitable Contributions by Estates and Trusts
- Charitable Trusts and Insurance: Setting the Record Straight
- Proposed Regulations Apply Special Basis Rules to Combined Sale of Interests in Charitable Remainder Trust
- Use Trusts to Bypass Limit on State and Local Tax Deduction
- IRS Provides Guidance to Avoid 5% Probability Test for Charitable Remainder Annuity Trusts
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