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Home > Professional Advisors > Sample Forms

Sample Forms for Starting a Foundation Fund

Bequest Form
Charitable Gift Annuity Form
Designated Fund Form
Donor Advised Fund Form and Procedures
Field of Interest Fund Form
Organizational Fund Form
Scholarship Fund Form
Unrestricted Form

 

 

 

 

 

 

 

 

 

in this section

Overview

 

 

  • 5 Reasons to Give
  • Professional Advisors Committee
  • Starting the Charitable Giving Conversation
  • Charitable Solutions Using The Foundation

 

Professional Advisor Resources

 

 

  • Sample Forms
  • Planned Giving Calculator
  • Comparison Chart
  • Helpful Links

 

Donor Services Overview

 

 

  • FundXpress

 

Ways to Donate

 

 

  • Giving Current Assets
  • Making a Bequest
  • Donate Online

 

Making a Planned Gift

 

 

  • Overview
  • Bequests
  • Charitable Gift Annuity
  • IRA Rollovers
  • Charitable Remainder Trust
  • Charitable Lead Trust

 

Legacy Society for Hampton Roads
Types of Funds

 

 

  • Overview
  • Unrestricted
  • Designated
  • Field of Interest
  • Scholarship Funds
  • Donor Advised
  • Organizational

 

Fees for Managing Funds
FAQs
Financial Information

 

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