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Categorical Listing
A comprehensive listing of documents by category.
Donor & Financial Advisor Resources | Grant Applications | Grant Reporting Forms | Scholarship Applications
Donor & Financial Advisor Resources
Affiliated Fund Policy Statement
Bequest - Sample Language
Charitable Gift Annuity: Deferred 1 Life
Charitable Gift Annuity: Deferred 2 Lives Joint & Survivor Funded with Jointly-Owned or Community Property
Charitable Gift Annuity: Deferred 2 Lives Successive Interests 1 Donor
Charitable Gift Annuity: Immediate 1 Life
Charitable Gift Annuity: Immediate 2 Lives Joint & Survivorship Funded with Jointly-Owned or Community Property...
Charitable Gift Annuity: Immediate 2 Lives Successive Interests 1 Donor
Charitable Organization Endowment Application
Charitable Organization Endowment Fund Agreement Form
Charitable Organization Endowment Fund Policy Statement
Charitable Remainder Trust - Single Life
Charitable Remainder Trust - Term of Years
Charitable Remainder Trust - Two Lives
Express Fund Agreement
Express Fund Policy Statement
Field of Interest Fund Agreement
Field of Interest Policy Statement
Gift Acceptance Policy
Gift Fund Agreement
Gift Fund Policy Statement
Investment Options Gift Fund Agreement Form
Investment Options Gift Fund Policy
Investment Options Legacy Fund Agreement
Investment Options Legacy Fund Policy
Legacy Fund Agreement
Legacy Fund Policy Statement
Merrill Lynch Partnership Policy
Scholarship Endowment Program Guidelines
Scholarship Fund Agreement
Variance Power
Grant Applications
Capacity Building Checklist & Summary Sheet
Capacity Building Guidelines for Narrative
Capacity Building Organizational Information
Capacity Building Proposal Abstract
Capacity Building Proposal Budget
Fund for Oklahoma City Checklist and Summary
Fund for Oklahoma City Organizational Information
Fund for Oklahoma City Proposal Abstract
Fund for Oklahoma City Proposal Budget
Healthy Lifestyles Initiative Abstract
Healthy Lifestyles Initiative Budget
Healthy Lifestyles Initiative Grant Checklist
Healthy Lifestyles Initiative Organizational Information
Kirkpatrick Family Fund - Large Grant Application
Kirkpatrick Family Fund - Matching Endowment Grant Evaluation
Kirkpatrick Family Fund - Small Grant Application
LIFE Checklist and Summary Sheet
LIFE Grant Final Evaluation
LIFE Interim Report
LIFE Organizational Information form
LIFE Proposal Abstract form
LIFE Sample Budget
Margaret Annis Boys Trust 3-year Establishment Program
Margaret Annis Boys Trust Checklist & Summary Sheet
Margaret Annis Boys Trust Organizational Information form
Margaret Annis Boys Trust Proposal Abstract
Margaret Annis Boys Trust Sample Budget
Grant Reporting Forms
Capacity Building Grant Final Evaluation
Capacity Building Interim Report
Fund for Oklahoma City Grant Final Evaluation
Fund for Oklahoma City Grant Interim Report
Healthy Lifestyles Initiative Grant Final Evaluation
Healthy Lifestyles Initiative Grant Interim Report
Kirkpatrick Family Fund Grant Evaluation Form
LIFE Grant Final Evaluation
LIFE Interim Report
Margaret Annis Boys Trust Final Evaluation form
Margaret Annis Boys Trust Interim Report form
