Forms & Resources
Our staff provides personalized service for your giving needs. In addition to helping you create a giving plan, we are here to help with making sound investments, maximizing your tax benefits, and handling the paperwork along the way.
Forms & Resources
| Corporate Philanthropy | Donor Advised Funds | Fact Sheets: Non-Cash Assets |
|---|---|---|
| Corporate Philanthropy One-Pager | Intro to Donor Advised Funds Donor Advised Fund Application Donor Advised Funds 101 (for Nonprofits) | Realizing Your Charitable Goals with Non-Cash Assets Art & Collectibles Closely Held Business Interests Publicly Traded Securities Real Estate |
| Impact Investing | Planning an Estate Gift | Quick Forms & Guides |
|---|---|---|
| Impact Investing One-Pager | Establishing a Philanthropic Legacy Benefit Charitable Causes in the Future A Great Pairing: Charitable Lead Annuity Trusts and The Chicago Community Trust | Fund Information Change Form Gifting Instructions |
Donor Portal
We also offer donor advised fund holders 24/7 online access to add money or make grants from anywhere in the world through our online Donor Portal.