Documents Documents Charitable Organizations Charitable Organization Endowment Application 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 Options Gift Fund Policy Investment Policy & Guidelines IRA Charitable Rollover – Donor Letter to Administrator IRA Letter to Administrator – Donor Letter to OCCF Legacy Fund Policy Statement Merrill Lynch Partnership Policy Scholarship & Award Fund Policy Statement Variance Power
