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 AssetsImpact Investing
Corporate Philanthropy One-PagerIntro to Donor Advised Funds

Comparison Chart: Donor Advised Funds, Supporting Organizations & Private Foundations

Donor Advised Fund Application

Donor Advised Fund Policies
Realizing Your Charitable Goals with Non-Cash Assets

Art and Collectibles

Closely Held Business Interests

Publicly Traded Securities

Real Estate
Impact Investing One-Pager
Planning an Estate GiftPrivate Foundation ConversionQuick Forms & GuidesSupporting Organizations
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 FormComparison Chart: Donor Advised Funds, Supporting Organizations & Private Foundations

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