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
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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.
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
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.
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
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
Guide to Starting a Scholarship
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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.
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.
