Establishing an Advised Fund
All the forms needed to establish a donor advised, committee advised, scholarship or memorial fund.

Establishing an Individually Managed Fund 
All the forms needs to establish an individually managed fund.

Establishing a Non-Advised Fund
All the forms needed to establish a designated, field of interest or named endowed fund.

Creating a Corporate Advised Fund
Contains all of the information and forms needed to establish a corporate advised fund.

Creating a Nonprofit Fund
Contains all of the information and forms needed to establish a nonprofit fund.

One Life
Annuity is paid to one person for their lifetime.

Two Consecutive Lives
Annuitant A receives the payment until their death, and then Annuitant B receives the payment until their death.

Two Lives, Joint and Survivor
Annuity is paid to two persons, and at the death of one annuitant, the survivor receives annuity.

One signed agreement is all that is needed to establish a charitable gift annuity. There are three types of charitable gift annuity contracts for both immediate and deferred annuities, based on the annuitant(s). Please contact us for more details.

Disclosure Statement
Important policies associated with establishing and maintaining a charitable gift annuity with the community foundation.

Making Contributions

The community foundation accepts many types of gifts including cash, credit cards, public, private and restricted stock, and even real estate.

Please review the Gift Transfer Instructions or contact donate@siliconvalleycf.org for more details.