Financial Advisor Forms - Central Pennsylvania Community Foundation

Financial advisors.

Since inception in 1995, professional advisors have played a key role in the Foundation’s success. Financial advisors, attorneys, accountants, wealth advisors, and many others provide irreplaceable guidance to their respective clients, as well as to the CPCF.

We know that each of your clients has unique wishes and needs. We are excited to help you craft the best solution for each scenario. Please reach out when you are ready to begin the conversation. If outside normal business hours, the forms below might help you get started.

Investment Policy

We strive to maximize the total return from the funds we manage through prudent investment practices while protecting the assets of the foundation. See our detailed policy to learn more.

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Schedule A – Donor Advised Forms

When creating a fund through the CPCF, completing a Schedule A Donor Information Form is a mandatory step.

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Schedule A – All Other Forms

When creating a fund through the CPCF, completing a Schedule A Donor Information Form is a mandatory step. (All funds except the donor-advised funds use this form.)

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Designated Fund Agreement

In order to establish a designated fund through the CPCF, one must complete a Designated Foundation Fund Agreement, as well as a Donor Information Form (Schedule A).

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Donor-Advised Fund Contract

Anyone intending to create a donor-advised fund through the CPCF is required to complete this, a Donor-Advised Fund Contract, in addition to the Donor Information Form (Schedule A).

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Administrative Fees Policy

While there is no financial minimum to start a fund with the CPCF we do take an administrative fee for our services, to be determined by the size of the fund. Read our policy to learn more.

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Plan Your Estate

Would you like to create a tradition of giving in your family that spans generations?

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