The forms below are all available to you to enhance your charitable giving experience. Please print them, complete in full, then scan them to email@example.com or fax them to 866.652.8740
The staff at CNCF would be pleased to assist you with any of these. Please contact us if we can help in any way.
For Donor Advised Funds:
CNCF Donor Advised Funds Policies and Guidelines - this booklet provides details regarding donor advised funds, including the regulations in the tax act and CRA. It is recommended that this booklet be downloaded, printed and read prior to opening a fund.
CNCF Giving Fund Application - to open a CNCF donor advised Giving Fund
Contribution Form - for additional contributions to any CNCF donor advised fund
Grant Recommendation Form - to recommend grants from a donor advised fund
Direct Transfer Form - to donate appreciated securities to a donor advised fund
For Pass-Through Gifts:
Direct Transfer Form - to transfer securities or mutual funds for liquidation and distribution by CNCF
Letter of Direction for Direct Transfers - outlines donor recommendations for the distribution to charities of proceeds of liquidation of transfered securities and mutual funds
For Bequests / Wills:
Letter of Direction for Testamentary Gifts - outlines donor direction for distribution of gifts received through a bequest or direction in a Will
For RRSP or RRIF account donations:
Letter of Direction for Testamentary Gifts - outlines donor direction for gifts received through CNCF's beneficiary designation of registered assets
For Life Insurance proceeds:
Letter of Direction for Testamentary Gifts - outlines donor direction for gifts received through CNCF's beneficiary designation or ownership of life insurance policy proceeds
"Connecting God's Money with God's Work"