Forms and Fund Agreements
Your Library of Useful Forms
Establish a Charitable Gift Fund or provide us with further information about your Gift Fund or Planned Gift. Some forms may require you to consult with Foundation staff before submission. Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below.
Contact our Donor Operations Team at support@fftc.org or 704.973.4529 if you have questions about any of these forms.
Fundholder Forms
Business Interests Inquiry Form
Provide information to begin the due diligence process for gifts of closely held business interests to Community Investments Foundation.
Real Property Inquiry Form
Provide information to begin the due diligence process for gifts of real property to Community Real Property Holdings.
FFTC Designated Fund Agreement - Community Investments Foundation
To establish a Designated Gift Fund with a gift of closely held business interests to CIF (following due diligence review).
FFTC Designated Fund Agreement - Community Real Property Holdings
To establish a Designated Gift Fund with a gift of real property to CRPH (following due diligence review).
Fundholders may change investment preferences twice annually. Contact Natalie Wolf with questions.
Individual and Family Fund Advisor Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of the Gift Fund, including the addition or changing of advisors, statement recipients and successor advisors.
Nonprofit Fund Representative Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of a nonprofit entity, including the addition or changing of representatives and statement recipients.
Corporate Fund Representative Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of a corporate entity, including the addition or changing of representatives, statement recipients and successor representatives.
Change of Succession Plan Form
Advises the Foundation of changes in your succession plan for your Charitable Fund. If you wish to add or change successor advisors, please use the Advisor Information Form.
Fund Name Change Form
Advises the Foundation on changes to your Fund Name.
Grant Distribution Recommendation Form
Requests distribution(s) from your Charitable Fund. Please note you may also request grant distributions by creating a MyFFTC account.
