Donor Information Form

Thank you for supporting our community! In order to serve you best, please fill out the form below.

Fields marked with * are required.

General Information

Name of Donor(s)

Name of Fund

Donor Date of Birth

Spouse Name

Spouse Date of Birth

How did you learn about The Community Foundation

Professional advisor referral

Online

Newspaper

Facebook

From a friend

Other

Referring professional advisors

Contact Information

Preferred Method(s) of Communication

Mail

Phone

Do not contact me

Street Address

City

State

Zip Code

Donor Email

Spouse Email

Would you like to be anonymous?

Yes

Would you like your fund to be anonymous?

Yes

Donor Profile

Education

High School

College

Degrees

Career

Employment History

Family Members

Parents

Sibling(s)

Spouse

Children

Background

How long have you lived in the community?

Are you a United States military veteran? If so, please provide us with some details of your service.

Awards and achievements - community recognition and honors

Activities - memberships, professional organizations, volunteer or board service

Interests and Hobbies

Philanthropic Profile

Purpose for establishing a fund?

Charitable or Community Interests

Types of Gifts

General Support

Program Support

Campaigns

Any

What would you like to learn more about (select all that apply)?

Strategic charitable planning

Wealth preservation

Financial planning

Family Philanthropy

Community Needs

Charitable giving vehicles

Local charities (site visits)

Other

Profile of Person Being Honored or Memorialized

Only to be completed if the fund is in honor or in memory of someone other than yourself.

Name of Individual(s) Being Honored of Memorialized

Date of Birth

Place of Birth

How long did he or she live in the community?

Family Members

Was he or she a member of the U.S. Armed Forces?

Education

Career

Awards and achievement - community recognition and honors

Activities - memberships, professional organizations, volunteer or board service

Interests and Hobbies

Donors

Donor Information Form

General Information

Contact Information

Donor Profile

Education

Career

Family Members

Background

Philanthropic Profile

Profile of Person Being Honored or Memorialized

Only to be completed if the fund is in honor or in memory of someone other than yourself.

Donors