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Categorical Listing
A comprehensive listing of documents by category.
Donor & Financial Advisor Resources | Grant Applications | Grant Reporting Forms
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 Organization Endowment Application
Charitable Organization Endowment Application for iPhone/iPad
Charitable Organization Endowment Fund Agreement Form
Charitable Organization Endowment Fund Policy Statement
Charitable Remainder Trust - Single Life
Charitable Remainder Trust - Term of Years
Charitable Remainder Trust - Two Lives
Contribution Form
Donor Designated Fund Agreement
Donor Designated Fund Policy
Express Fund Agreement
Express Fund Agreement for iPhone/iPad
Express Fund Policy Statement
Field of Interest Fund Agreement
Field of Interest Policy Statement
Fund Fee Schedule
Gift Acceptance Policy
Gift Fund Agreement
Gift Fund Agreement for iPhone/iPad
Gift Fund Policy Statement
Investment Objectives & Policies for General Pool
Investment Options Gift Fund Agreement Form
Investment Options Gift Fund Policy
Investment Options Legacy Fund Agreement
Investment Options Legacy Fund Policy
IRA Charitable Rollover - Donor Letter to Administrator
IRA Charitable Rollover - Donor Letter to a Charity
Legacy Fund Agreement
Legacy Fund Agreement for iPhone/iPad
Legacy Fund Policy Statement
Merrill Lynch Partnership Policy
Scholarship & Award Fund Policy Statement
Scholarship & Award Fund Agreement Form
Variance Power
Grant Applications
Basic Operational Grant Budget Form
Basic Operational Grant Budget Form for iPhone/iPad
Basic Operational Grant Proposal Form
Basic Operational Grant Proposal Form for iPhone/iPad
Hospice Foundation of Oklahoma Grant Application
iFunds Access to Health Care Guidelines
iFunds Application FAQs
iFunds Opportunities for Children Guidelines
iFunds Services for Elderly Guidelines
Kirkpatrick Family Fund - Endowment Matching Grant Guidelines
Kirkpatrick Family Fund - General Operating Support Grant Guidelines
Kirkpatrick Family Fund - Project Support Grant Guidelines
Kirkpatrick Family Fund - Project Support Grant Evaluation Form
Margaret Annis Boys Trust 3-year Establishment Program
Margaret Annis Boys Trust Checklist & Summary Sheet
Margaret Annis Boys Trust Organizational Information form
Margaret Annis Boys Trust Proposal Abstract
Margaret Annis Boys Trust Sample Budget
Organizational Capacity Assessment Tool (OCAT) - Right click link and choose "Save as..." to download
Sustainable Organization Support Application Form
Sustainable Organization Support Grant Budget Form
Sustainable Organization Support Grant Submission Check List
Sustainable Organization Support Guidelines for Narrative
Grant Reporting Forms
Access to Health iFund Quarterly Report Reference Form
Capacity Building Grant Final Evaluation
Capacity Building Grant Quarterly Report Form
LIFE Grant Final Evaluation
LIFE Quarterly Report form
Margaret Annis Boys Trust Final Evaluation form
Margaret Annis Boys Trust Quarterly Report form
