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 [PDF]

Policies & Guidelines

• Our Fees
• Investment and Spending Policies