FORMS

Silicon Valley Community Foundation is the region’s leader for innovative charitable solutions. Our expert team provides personalized service and flexibility in charitable giving – so that you can focus on the joy and excitement of making a difference.

The community foundation provides select forms online to facilitate the process of creating or managing a charitable fund. If you would like to open a new fund with Silicon Valley Community Foundation, all the forms you need are included in the Establishing a Fund Packet. Other useful forms are available for download including:

• Establishing a Fund Packet (PDF)
• Investment Options Information (PDF)
• Investment Allocation Form (PDF)
• Investment Committee (PDF)
• Fund Terms and Conditions (PDF)
• Support Fees and Minimums (PDF)

• Corporate Advised Fund Form (PDF)
• Corporate Advised Fund Fees (PDF)
• Corporate Advised Fund Fees Option (PDF)

• Nonprofit Fund Form (PDF)
• Nonprofit Fund Terms and Conditions (PDF)
  

• Grant Recommendation Form (PDF)

For assistance, please complete this brief inquiry form. We look forward to speaking with you.