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Knowledge Center

Giving Center Resources

Annual Report

[2015 Annual Report WEB]  [2015 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]