Advisor Resources

The Community Foundation of North Central Massachusetts has a variety of tools to help you inform your clients and learn more about charitable giving options.

• IRS Letter of 501 (c)(3) [PDF]
• Tax ID:  04-3537449
• Year-end charitable giving decisions [PDF]

General Overviews

• Partnership with Professional Advisors [PDF]
• When your client wants you to manage their charitable fund [PDF]
• About the CFNCM [PDF]
• Investment Management Overview [PDF]
• Administrative Fee Schedules [PDF]

Fund & Giving Overviews

• Ways to Give [PDF]
• Donor Advised Fund Overview [PDF]
• Comparing Fund Options [PDF]
• Charitable Gift Fund Comparison [PDF]

Complex Gifts

• Charitable Remainder Trust [PDF]
• Charitable Lead Trust [PDF]
• Life Insurance [PDF]
• Bequest [PDF]

Fund Agreements & Sample Language

• Donor Advised Fund Agreement
• Fiscal Sponsor Fund Agreement 
• Agency Fund Agreement
• Designated Fund Agreement
• Donor Advised with Investment Manager Fund Agreement
• Field of Interest Fund Agreement
• Scholarship Fund Agreement
• Sample Bequest Language [PDF]

Policies & Guidelines

• Spending Policy (Endowed Funds)& Guidelines (Non-Endowed) Gift Acceptance Policies [PDF]
• Wire Transfer Instructions - Gift of Cash [DOC]
• Wire Transfer Instructions - Gift of Stock Transfer [DOC]
• Wire Transfer Instructions - Gift of Direct Deposit [DOC]