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)

Understanding Charitable Pledges		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

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.