In this section, you'll find many of the forms you need to manage your giving through CCFSF.  For the latest performance reports of our Fund investment pools, visit the Investment Reports page of our site. 

After downloading one of the forms below, email, fax, or mail them to CCFSF at the contact information on the form (or on the "Contact Us" link on the left bar).

NOTE:  CCFSF is affiliated with The National Christian Foundation (NCF), and some of the forms below reference NCF (as well as Fidelity).

General policies and instructions

• CCFSF Program Guidelines – complete details about giving through CCFSF
   
• Asset Transfer Instructions – how to contribute gifts to CCFSF (note: this link is to a Web page in our Individuals & Families section of our site)
   

Applications and general forms

• CCFSF Giving Fund Application – to open a Giving Fund   
   
• Non-Liquid Asset Donation Form – to provide CCFSF with key information for your gifts of real estate, business interests, and other non-liquid assets
   
• Investment Portfolio Recommendation – to recommend a change in your investment options.
   
• Authorization to Add or Remove Advisors – to give others access to your Fund information.
   
• CCFSF Legacy Fund Application – to open a Legacy Fund and to provide Legacy Fund testamentary advisement
   
• Supporting Organization Application – to establish a Supporting Organization (SO)
   
• Designated Fund Agreement – to open a Designated Fund
   
• Single Charity Fund Agreement – to open a Single Charity Fund
   

Wire Notification Form

• Wire Notification Form – to notify CCFSF that you are wiring money to your Fund at CCFSF

Giving Securities

• Letter of Authorization for Stock Transfers – to transfer stock on deposit in your brokerage account. If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then use the Certificate Release Request and the Irrevocable Stock Power Form below to transfer your stock certificate to CCFSF.
   
• Letter of Authorization for Mutual Fund Transfers – to transfer mutual funds to CCFSF.  Select the institution you're transferring from:
• Fidelity - this form may also be used to transfer mutual funds if they are held at a firm other than the ones listed. Check with your broker to make sure the mutual funds are transferable. If they are not transferable, contact us at 954-771-0110.
• Schwab
• Merrill Lynch
• TD Ameritrade
• Oppenheimer
• Smith Barney
• Pershing
• Morgan Keegan
• AG Edwards
• Ameriprise
   
• Certificate Release Request – to transfer stock certificate(s) in your physical possession
   
• Irrevocable Stock Power Form (Fidelity Form) – to allow CCFSF/NCF to facilitate the processing of your certificate(s) in the absence of your endorsement on the certificate(s)

Testamentary giving forms

• Testamentary Gift Information - explains the process for naming CCFSF as the beneficiary in your will/estate 
   
• Giving Fund Succession Plan Letter of Advisement - allows you to recommend to CCFSF where your Giving balance is distributed upon your death 
    

Grant recommendation forms

• Domestic Grant Recommendation Form – for grants to U.S.-based charities (though recommending grants is free and fast on our Donor Website)