Documents

Donor & Financial Advisor Resources | Grant Applications | Grant Reporting Forms

Charitable Organizations
Charitable Organization Endowment Application
Charitable Organization Endowment Application for iPhone/iPad
Charitable Organization Endowment Fund Policy Statement
Fund Fee Schedule
Variance Power

Donor & Financial Advisor Resources
Affiliated Fund Policy Statement
Bequest – Sample Language
Bequest – Sample Language for iPhone/iPad
Charitable Gift Annuity: Deferred 1 Life
Charitable Gift Annuity: Deferred 2 Lives Joint & Survivor Funded with Jointly-Owned or Community Property
Charitable Gift Annuity: Deferred 2 Lives Successive Interests 1 Donor
Charitable Gift Annuity: Immediate 1 Life
Charitable Gift Annuity: Immediate 2 Lives Joint & Survivorship Funded with Jointly-Owned or Community Property…
Charitable Gift Annuity: Immediate 2 Lives Successive Interests 1 Donor
Charitable Remainder Trust – Single Life
Charitable Remainder Trust – Term of Years
Charitable Remainder Trust – Two Lives
Contribution Form
Donor Designated Fund Policy
Express Fund Policy Statement
Field of Interest Policy Statement
Fund Fee Schedule
Gift Acceptance Policy
Gift Fund Policy Statement
Investment Objectives & Policies for General Pool
Investment Options Gift Fund Policy
Investment Options Legacy Fund Policy
IRA Charitable Rollover – Donor Letter to Administrator
Legacy Fund Policy Statement
Merrill Lynch Partnership Policy
Scholarship & Award Fund Policy Statement
Variance Power

Grant Applications
Hospice Foundation of Oklahoma Grant Application
iFunds Access to Health Care Guidelines
iFunds Application FAQs
iFunds Opportunities for Children Guidelines
Margaret Annis Boys Supplemental Information
Organizational Capacity Assessment Tool (OCAT) – Right click link and choose “Save as…”
to download
Parks & Public Space Initiative Grant Application Guidelines and Information

Grant Reporting Forms
Parks and Public Spaces and Margaret Annis Boys Trust Grant Mid- Term Report
Parks and Public Spaces and Margaret Annis Boys Trust Grant Final Report