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California Community Foundation Donor Forms

Use these forms and language guidelines when setting up a fund at the community foundation. Most forms are available as PDF documents. When you click on the link, it will appear in its own browser window, from which it can be copied, saved or printed.

To talk to a member of our donor relations team about any of the forms you find here, please call (213) 413-4130.

Grow Your Fund with a CCF-Hosted Online Donation Page

Grow your fund by inviting others to help. Let CCF set up an online donation page on its Web site for your fund. Review the checklist of items you will need to create your donation page and get tips on how to make your page effective. 

CCF-Hosted Online Donation Page Checklist and Tips (PDF)

Charitable Fund Guidelines

A comprehensive guide to help donors manage their fund and grantmaking (PDF)

Charitable Remainder Unitrust 

For information about charitable remainder unitrusts, call (213) 413-4130.

Fees

Administrative Fee Schedule (PDF)

Grant Recommendation Form

Donors can complete and fax this form to recommend a grant to a charity of their choice (PDF)

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Instruments of Gift

Type of Fund
DOWNLOAD PDFS
Agency Endowment Fund
Instrument of Gift Attachment A
Committee Advised Scholarship Fund
Instrument of Gift Attachment A
Community Benefit Fund Instrument of Gift Attachment A
Donor Advised Fund
Instrument of Gift Attachment A
Field of Interest Fund
Instrument of Gift Attachment A
Fiscal Sponsorship Fund Instrument of Gift Attachment A
Restricted Fund
Instrument of Gift Attachment A
Scholarship Discretionary Fund
Instrument of Gift Attachment A
Scholarship Restricted Fund Instrument of Gift Attachment A
Unrestricted Fund Please contact us at (213) 239-2310.

Supporting Organizations

For information about supporting organizations, call (213) 239-2310.

Bequest Language 

Type of Fund
PDF  
Unrestricted Fund Will Language
Download
Donor Advised Fund Will Language
   
Donor Advised Scholarship Fund Will Language
   
Field of Interest Fund Will Language
Download
Field of Interest Fund Trust Distribution Language Download  
Restricted Fund Will Language
Download
Restricted Fund Trust Distribution Language Download  
Scholarship Fund Will Language
Download
Scholarship Fund Trust Distribution Language Download  

Scholarship Funds Criteria

Scholarship Fund Criteria

Scholarship Forms for Donors

Scholarship Donor Forms for 2010-2011

Stock Transfer Instructions

Stock Transfer Instructions

 

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445 S. Figueroa St. Suite 3400 • Los Angeles, CA 90071-1638 • Phone: 213.413.4130 Fax: 213.383.2046
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