Forms and Resources

Please click to download any or all of the following resources in our toolkit, and do not hesitate to call us with additional questions. 

• Guidelines for Establishing a Fund
• Bequest Language
• Planned Gifts Comparison Chart
• Cleveland Foundation Fee Structure
• Donor-Advised Fund Application
• Instrument of Transfer for Donor-Advised Fund
• Instrument of Transfer for Scholarship Fund
• IRS Tax Status Determination Letter