Sample Language for Bequests
Forms, Policies & Sample Language
Use These Forms to Open New Funds
Policies & Info About Specific Tools

Below are some of the Foundation's Policies that govern how the Foundation manages the different types of tools (funds) that it offers as well as some information about specific types of planned giving tools.  

Endowment Spending Policy

Fees Policy

IRAs and Qualified Retirement Plans

Charitable Remainder Trust

Gifts of Life Insurance

Gifts of Real Estate

Private Foundation Services