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Forms

Thank you for your interest in partnering with Truman Heartland Community Foundation.  To view some of the documents listed below, you will need Adobe Acrobat Reader installed on your computer.  Install your free version of Adobe Reader by clicking here.  If we may be of additional service, please feel free to contact us at your convenience.

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Donor Resources

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Grant Recommendation Form or Agency Distribution Form

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Investment Recommendation Form

acrobat 2011 Donor Handbook

Grants Process Resources

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Community Grants Funds Guidelines

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Community Grants Funds Proposal Summary Sheet

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Community Grants Funds Budget Sheet

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Community Grants Funds Final Report Cover Sheet

Instrument of Transfer Documents

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Donor-Advised Fund

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Designated Fund

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Corporate-Advised Fund

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Field of Interest Fund

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Organization Master Fund

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Organization Master Sub-Fund

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Scholarship Fund

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Unrestricted Fund

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Charitable Gift Annuity Agreement

Will & Trust Documents

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Guide to Planning Your Will and Trust

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Donor-Advised Fund Bequest

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Designated Fund Bequest

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Field of Interest Bequest

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Unrestricted Bequest

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