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
Planning an Estate Gift | Private Foundation Conversion | Quick Forms & Guides | Supporting Organizations |
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Establishing a Philanthropic Legacy Benefit Charitable Causes in the Future A Great Pairing: Charitable Lead Annuity Trusts and The Chicago Community Trust | Private Foundation Services at the Trust Comparison Chart: Donor Advised Funds vs. Private Foundations | Fund Information Change Form | Comparison Chart: Donor Advised Funds, Supporting Organizations & Private Foundations |
Instant Impact
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 portal, Instant Impact.
Donors
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 DonorsProfessional 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