Donor Resources

Unrestricted Pledge Form Lilly GIFT VII 2020The 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

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