Documents

Charitable Organizations

Charitable Organization Endowment Application

Charitable Organization Endowment Fund Policy Statement

Fund Fee Schedule

Variance Power

Donor & Financial Advisor Resources

Affiliated Fund Policy Statement

Bequest – Sample Language

Bequest – Sample Language for iPhone/iPad

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 Remainder Trust – Single Life

Charitable Remainder Trust – Term of Years

Charitable Remainder Trust – Two Lives

Contribution Form

Donor Designated Fund Policy

Express Fund Policy Statement

Field of Interest Policy Statement

Fund Fee Schedule

Gift Acceptance Policy

Gift Fund Policy Statement

Investment Options Gift Fund Policy

Investment Policy & Guidelines

IRA Charitable Rollover – Donor Letter to Administrator

IRA Letter to Administrator – Donor Letter to OCCF

Legacy Fund Policy Statement

Merrill Lynch Partnership Policy

Scholarship & Award Fund Policy Statement

Variance Power