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 PhilanthropyDonor Advised FundsFact Sheets: Non-Cash Assets
Corporate Philanthropy One-PagerIntro to Donor Advised Funds

Donor Advised Fund Application

Donor Advised Fund Policies

Donor Advised Funds 101 (for Nonprofits)
Realizing Your Charitable Goals with Non-Cash Assets

Art and Collectibles

Closely Held Business Interests

Publicly Traded Securities

Real Estate
Impact InvestingPlanning an Estate GiftQuick Forms & Guides
Impact Investing One-PagerEstablishing 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

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.


We work closely with individuals and families just like you, as well as with your trusted wealth advisors, to ensure that your charitable giving provides the control, flexibility, and impact you’re seeking.

For Donors

Professional Advisors

For over 100 years, we have provided donor services that help individuals and families throughout the Chicago region take control of their charitable giving.

For Professional Advisors