Forms & Fund Agreements

Use these forms to establish a Charitable Gift Fund or to provide us with further information about your Gift Fund or Planned Gift. The forms are available as PDFs, for which you will need the Adobe Acrobat software to view and print. If you do not have Adobe Acrobat currently installed on your PC, click here for the free download. Some forms may require you to consult with Foundation staff before submission. Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below. Call our Donor Relations Team at 704.973.4529 if you have questions about any of these forms.

Use these forms to establish your Charitable Gift Fund.

Agency Fund
Establishes an Agency Gift Fund.

Donor Advised Fund
Establishes a Donor Advised Gift Fund.

Designated Fund
Establishes a Designated Gift Fund.

Designated Fund - Community Investments Foundation (CIF)
Establishes a Designated Gift Fund with a gift of closely held business interests to CIF (following due diligence review).

Designated Fund - Community Real Property Holdings (CRPH)
Establishes a Designated Gift Fund with a gift of real property to CRPH (following due diligence review).

Field of Interest Fund
Establishes a Field of Interest Gift Fund.

Unrestricted Fund
Establishes an Unrestricted Gift Fund.

Scholarship Fund
Establishes a Scholarship Gift Fund.

Use these forms to recommend a change in investment preferences.

Investment preferences may be changed twice annually. To view detailed information about the composition of investment allocations, download the PDF documents below:

Gift Fund Investment Recommendation Form

Agency Fund Investment Recommendation Form

Use these forms to change your fund advisor or representative.

Advisor Information Form (For Individual & Family Funds)
Advises the Foundation on changes to individuals authorized to act on behalf of the Gift Fund, including the addition or changing of advisors, statement recipients, and successor advisors.

Representative Information Form (For Nonprofit Funds)
Advises the Foundation on changes to individuals authorized to act on behalf of a nonprofit entity, including the addition or changing of representatives and statement recipients.

Advisor Information Form (For Corporate Funds)
Advises the Foundation on changes to individuals authorized to act on behalf of a corporate entity, including the addition or changing of advisors, statement recipients, and successor advisors.

Use these forms to provide additional information about your Charitable Gift Fund or Planned Gift.

Change of Designated Organizations Form (Multiple Beneficiaries)
Allows you to modify the nonprofit organizations designated as recipients of distributions from your Endowed Gift Fund. Please use this form if you have or are adding multiple beneficiaries.

Change of Designated Organization Form (One Beneficiary)
Allows you to modify the nonprofit organization designated as the sole recipient of distributions from your Endowed Gift Fund. Please use this form if you have and are changing only one beneficiary.

Change of Succession Plan Form 
Advises the Foundation of changes in your succession plan for your Charitable Gift Fund. If you wish to add or change successor advisors, please use the Advisor Information Form below.

Gift Fund Name Change Form 
Advises the Foundation on changes to your Gift Fund Name.

CIF Business Interests Inquiry Form 
Due diligence form for gifts of closely held business interests

Real Property Inquiry Form
Due diligence form for gifts of real property

Use these forms to provide information about distributions from your fund.

Grant Distribution Recommendation Form
Requests distribution(s) from your Charitable Gift Fund. Please note you may also request grant distributions by creating an Access My Fund account. Please click here to go to the new user registration page.

Charitable Trust Information Sheet
Provides information about the type, beneficiary and distribution of remainder interest in your Charitable Trust.



For more information, contact:

 

Donor Relations
704.973.4529
donorrelations@fftc.org