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
- When your client wants you to manage their charitable fund [PDF]
- About the CFNCM
- Investment Management Overview [PDF]
- Administrative Fee Schedules [PDF]
Fund & Giving Overviews
- Ways to Give [PDF]
- Donor Advised Fund Overview
- Comparing Fund Options
Complex Gifts
- Stock Transfer
- Life Insurance
- Bequest
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
Policies & Guidelines
For More Information
Erin Thomason
Director of Philanthropy 978-345-8383 Ext. 105