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Helpful Documents to Guide You and Your Clients

Downloadable Resources

Welcome to our Downloadable Resources page, a centralized hub offering a variety of printable PDFs and materials designed to support your engagement with the Hamilton Community Foundation and our affiliates in Ross and Fairfield. These resources are tailored to meet the diverse needs of our communities, with community specific links provided where applicable.

Guide to Creating your Own Personal Giving Plan

Guide to your Personal Giving Plan

The Guide to Creating Your Own Personal Giving Plan is a self-guided workbook designed to help individuals reflect on their values, clarify their charitable goals, and develop a thoughtful approach to making a lasting impact.

Booklet (PDF)   Booklet (Online)

Legacy Society

Comittment Form 

The Legacy Society Commitment Form serves as both an initial notification of a donor’s intent to include the Hamilton Community Foundation in their estate plans and the beginning of a collaborative process. The Foundation works directly with each donor to document their charitable intentions, ensuring their future gift is structured to align with their philanthropic vision and create lasting community impact.

Hamilton (PDF)   Ross (PDF)   Fairfield (PDF)

Sample Will Language

Sample Language (PDF)

Stock Transfer Information

The Stock Transfer Instructions provide step-by-step guidance for making a stock gift to the Community Foundation, ensuring a smooth and efficient transfer process while maximizing the tax benefits of your charitable contribution.

Stock Gift Instructions

Overview - I Want to Make a Difference

The two sided "I Want to Make a Difference" sheet provides a concise overview of the wide range of fund types and charitable gift options available through the Hamilton Community Foundation and our affiliate foundations in Fairfield and Ross. It’s designed to support your conversations with clients by highlighting flexible, tax-efficient giving strategies that align with their philanthropic goals.

I Want to Make a Difference Sheet

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Individual Fund Overview Single Sheets

Our Individual Fund Overview Sheets provide concise, one-page summaries of the various fund options available through the  Foundation. These overviews are designed to assist donors and their advisors in selecting the fund type that best aligns with their philanthropic objectives.

Unrestricted Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Donor Advised Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Designated Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Field of Interest Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Corporate Advised Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Scholarship Fund Sheets

Hamilton (PDF)     Ross (PDF)     Fairfield (PDF)

Guide to Starting a Scholarship

Gift of Education

Giving the Gift of Education Booklet

The Give the Gift of Education booklet is a comprehensive guide that outlines key considerations for establishing a scholarship fund at the Hamilton Community Foundation, helping donors create a lasting impact by supporting students in their educational journey.

Booklet (PDF)   Booklet (Online) 

Trust and Annuity Examples

Below are straightforward illustrations of how charitable trusts and gift annuities function, helping donors and their advisors understand the benefits and structure of these giving vehicles.

Charitable Remainder Trusts    Charitable Gift Annuity

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