Toolkit

Always at your fingertips

Akron Community Foundation maintains a series of important publications, forms and instructions on our website in case you need them for reference or action.

Donor- and corporate-advised fund resources

• Donor-Advised Fund Handbook
• Donor-Advised Funds vs. Private Foundations
• Donor-Advised Funds vs. National Financial Institutions
• Benefits of a Corporate-Advised Fund
• Gift Acceptance Policy

Forms

• Charitable Gift Annuity Proposal Request
• Grant Recommendation Form

Instructions

• How to Leave a Bequest
• Stock Contribution Instructions
• Charitable Gift Annuity FAQs
• Scholarship Policies and Procedures
• Understanding Your Fund Statement

Sample fund statements and agreements

• Sample Fund Statement
• Sample Donor-Advised Fund Agreement
• Sample Corporate-Advised Fund Agreement
• Sample Designated Fund Agreement
• Sample Agency Endowment Fund Agreement
• Sample Scholarship Fund Agreement
• Sample Field-of-Interest Fund Agreement
• Sample Unrestricted Fund Agreement
• Sample Charitable Gift Annuity Agreement

Publications

• 2013 Spring Akron Community Foundation Newsletter
  • All Akron Community Foundation newsletters
• 2012 Akron Community Foundation Annual Report
  • All annual reports
• 2010 Community Connection Newsletter for Fundholders
  • All Community Connection newsletters