Giving Center Resources
Annual Report
[2016 Annual Report WEB] [2016 Annual Report PDF]Marketing Materials
CFSJ Full Color Logo
[PNG Format]
LiveGiveLove South Jersey Brand
[PNG Format]
Donor Advised Fund vs Private Foundation Comparison
[PDF Download]
Community Foundations and High Networth Individuals
[PDF Download]
Fund Fact Sheets [Currently being revised]
Presentations
The Role of the Professional Advisor in Planned Giving – Kathryn Miree, JD
[Workshop Materials][PPT Presentation]
Five Steps to a Successful Endowment – Kathryn Miree, JD
[Workshop Materials][PPT Presentation]
Customized Giving Case Studies – Sidney Hargro
[Presentation]
New Funds and Bequests Documents
How to Start a Fund – Steps and FAQs [PDF Download]
Sample Donor Advised Fund Agreement [PDF Download]
Sample Scholarship Fund Agreement [PDF Download]
Sample Bequest Language [PDF Download]
Tax Documentation
Tax Exempt 501c3 Letter [Download]