Advisors
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
For More Information
Tammy Staal
Administrative Assistant 978-345-8383 Ext. 101