Resources
Resource materials
Our year-end numbers are available here, or you can request a copy of our 990 & investment information from our administrative office at any time. Provided here also are many of the resources commonly used by professionals who work with their clients through the Community Foundation.
- Interested in more details on how Scholarship Funds work and the minimum investment for each type? Download information on Scholarships Fund options
- Need more details on administrative fees for all grantmaking funds? Review this sheet: AdministrativeFees2011
- Creating a legacy through the Community Foundation? Here is some language you may need:
- Legal names & tax IDs for Corporate and Trust forms of the Community Foundation:
The Community Foundation of Greater Birmingham, an Alabama nonprofit corporation (63-1209631)
The Community Foundation of Greater Birmingham, an Alabama charitable trust (63-6019864)
- Bequest/codicil language for legacy benefit to the Community Foundation: Sample Codicil
- Considering the benefits of a Donor Advised Fund through the Community Foundation in comparison to a private foundation? Here is a chart that hits the high points: DAF and PF Comparison
- Need a single-sheet overview of the Community Foundation to hand out or e-mail to your client? Use this: 2012overview
- Templates for language needed to set up a variety of types of grantmaking funds, either on the Corporate or Trust side of the Community Foundation. The following will help you help your client begin the process of setting up a fund, which can be customized by working with our staff:
Donor Advised Fund template for Corporate
Donor Advised Fund template for Trust
Community Fund template for Corporate
Community Fund template for Trust
Field of Interest Fund template for Corporate
Field of Interest Fund template for Trust
Community Catalyst Fund template for Corporate
Community Catalyst Fund template for Trust
Scholarship Fund template for Corporate
Scholarship Fund template for Trust
For additional information or assistance, contact Erin Stephenson or Lora Terry.
