Donor Resources

Thank you for giving to the Community Foundation of Shelby County! You are the hero, we are merely the conduit. You helped someone who needed a hand, encouraged a student to go to college, or ensured that an important program continued. Thank you for entrusting us with your gift to the community.

Here are some helpful resources.

Manage the Fund You Established

Donor Advised Fund Grant Recommendation Form
Gift Account Grant Recommendation Form
Understanding your Fund Statement – Donor Advised Funds
Understanding your Fund Statement – Designated Funds
Understanding your Fund Statement – Field of Interest Funds
Understanding your Fund Statement – Gift Accounts
Understanding your Fund Statements – Scholarship Funds

Gifting Strategies

Making the Most of Tax Deductions by Bunching Gifts in Donor Advised Funds
Considering the Advantages of a Gift of Securities
Giving Gifts of Grain
Giving Now/Giving Later Chart
Gift Form to Send with My Check
Learning about IRA Gifts
Join our Legacy Society
General Gift Acceptance Policy
Real Estate Gift Acceptance Policy
Life Insurance Gift Acceptance Policy

Creating A New Charitable Fund

Defining Charitable Priorities
Which Fund Type is for Me?
Comparing Donor Advised Funds, Supporting Organizations and Private Foundations