Donor Resources

The Community Foundation of Boone County is in compliance with National Standards for U.S. Community Foundations, so donors can rest assured CFBC always remains knowledgeable and transparent in a myriad of required areas. So you can feel good about your giving – forever.

Below you will find CFBC information, forms and policies that are most pertinent to donors:

• Donor Advised Endowed Fund Agreement
• Donor Bill of Rights
• Fee Policy
• Gift Acceptance Policy
• Gift VII Pledge Discretionary Form
• How to Read Your Fund Statement
• Investment Policy
• Review Our Statements of Financial Position
• Securities Transfer Form
• See Our Guidestar Listing
• Spending & Disbursement Policy
• Unrestricted Pledge Form Lilly GIFT VII 2020

If you are a fundholder with the foundation and would like to make a grant recommendation from your donor advised fund, please use the form below:

• Donor Advised Grant Recommendation Form

You can complete the form and return it to us electronically or mail to:
Barb Schroeder
102 N. Lebanon Street, Suite 200
Lebanon, IN 4605