Forms and Fund Agreements

Forms and Fund Agreements

Your Library of Useful Forms

 

Establish a Charitable Gift Fund or provide us with further information about your Gift Fund or Planned Gift. 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.

Contact our Donor Relations Team at donorrelations@fftc.org or 704.973.4529 if you have questions about any of these forms.

Fundholder Forms

Make a Gift of Business Interests or Real Property

Business Interests Inquiry Form
Provide information to begin the due diligence process for gifts of closely held business interests to Community Investments Foundation.

Real Property Inquiry Form
Provide information to begin the due diligence process for gifts of real property to Community Real Property Holdings.

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

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

Change Your Fund Advisor Or Representative

Individual and Family Fund Advisor Information Form
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.

Nonprofit Fund Representative Information Form
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.

Corporate Fund Advisor Information Form
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.

Provide Additional Information About Your 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 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 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 Fund. If you wish to add or change successor advisors, please use the Advisor Information Form.

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

Grant Distribution Recommendation Form
Requests distribution(s) from your Charitable Fund. Please note you may also request grant distributions by creating an Access My Fund account.