The resources below are for Volunteers and Professional Advisors and Fundholders to help you better partner with ACF in serving donors, grantees, and students.

Fund Holders

Grantmaking and Due Diligence Policy

Agency Grant Recommendation Form Fillable 2018

Designated Grant Recommendation Form

Donor Advised Grant Recommendation Form

Professional Advisors

 Legacy Society Declaration of Intent 

Legacy Society Declaration of Intent-Affiliate 

Legacy Society Declaration of Intent-Agency 

Useful tips on Charitable Donations 

Charitable Giving and Your IRA

New Fund Resources

Fee Chart

Unrestricted Endowment Fund Agreement 

Unrestricted Non-Endowment Fund Agreement 

Field of Interest Endowment Fund Agreement 

Field of Interest Non-Endowment Fund Agreement 

Donor Advised Endowment Fund Agreement 

Donor Advised Non-Endowed Fund Agreement 

Designated Fund Endowment Agreement 

Designated Fund Non-Endowment Agreement 

Agency Non-Endowment Fund Agreement 

Agency Endowment Fund Agreement (Fillable Form)  

Scholarship Committees

Instructions for Accessing Online Scholarship Application Evaluation-Video Tutorial 

Scholarship Annual Review & Recommendation Form

Policy for Awarding Scholarships and Awards to Achieve Specific Objects

Instructions for Accessing Online Scholarship Application Evaluation 

Scholarship Recommendation Form 

Scholarship Recommendation Renewal Form 

Scholarship Selection Committee Disclosure 

Scholarship Annual Review Form 

Scholarship Fund Rep FAQs

Additional Resources 

Fund Advisor Change Form 

Whistleblower and Fraud Reporting Policy 

Confidentiality, Privacy, and Conflict of Interest Policy