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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
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 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
Express Fund Agreement
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 Policy Statement
Investment Options Gift Fund Agreement Form
Investment Options Gift Fund Policy
Investment Options Legacy Fund Agreement
Investment Options Legacy Fund Policy
Legacy Fund Agreement
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 Proposal Form
Fund for Oklahoma City Checklist and Summary
Fund for Oklahoma City Organizational Information
Fund for Oklahoma City Proposal Abstract
Fund for Oklahoma City Proposal Budget
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
LIFE Checklist and Summary Sheet
LIFE Organizational Information form
LIFE Proposal Abstract form
LIFE Sample Budget
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 Guidelines for Narrative
Grant Reporting Forms
Capacity Building Grant Final Evaluation
Capacity Building Grant Quarterly Report Form
Fund for Oklahoma City Grant Final Evaluation
Fund for Oklahoma City Grant Interim Report
Kirkpatrick Family Fund Grant Evaluation Form
LIFE Grant Final Evaluation
LIFE Quarterly Report form
Margaret Annis Boys Trust Final Evaluation form
Margaret Annis Boys Trust Quarterly Report form
