Applications, Forms & Fund Agreements
 
Enter the information electronically from your computer on any of the below forms by clicking on the typewriter icon at the top of the page. Then save the document in a separate file, and email the saved document to us.  
 
For questions or assistance, please contact Donor Services at 337.769.4843.

Disaster Relief Applications
Title     
   Teche Federal Bank Employee Disaster Relief Fund ApplicationView File  
Funding Applications
Title     
   Richard Guidry Cajun and Creole Language FundView File  
   St. Martin Land Company Scholarship ApplicationView File  
   St. Martin Land Company Scholarship GuidelinesView File  
Fund Agreements
Title     
   Donor Advised Fund Agreement

 

View File  
   Corporate Charitable FundView File  
   Field of Interest Fund AgreementView File  
   Designated Agency Fund Agreement View File  
   Agency Fund AgreementView File  
   Agency Endowment Fund AgreementView File  
   Fiscal Sponsorship Grant Proposal

 

View File  
   Fiscal Sponsorship Grant Agreement

 

View File  
Donor Resources
Title     
   CFA Ambassador BrochureView File  
   CFA Giving Card ProgramView File  
   Charitable IRA WorksheetView File  
   Investment Recommendation FormView File  
   N/A  
   Grant Recommendation Form

 

View File  
Forms
Title     
   Additional Gift to Charitable FundView File  
   Conference Room Rental ApplicationView File  
   Intent to Establish a Donor Advised Fund

 

View File  
   Request to Accommodate a Project/Initiative (Non-Binding)

 

View File  
Investment Performance Reports
Title     
   1Q 2013 Investment Performance ReportView File  
   4Q 2012 Investment Performance ReportView File  
   3Q 2012 Investment Performance ReportView File  
   2Q 2012 Investment Performance ReportView File  
   1Q 2012 Investment Performance ReportView File  
Policies
Title     
   CFA Fee ScheduleView File  
   Investment Policy StatementView File  
   Spending Policy--Endowed Funds

 

View File  
   Spending Policy-Non Endowed FundsView File  
Financials
Title     
   2011 IRS Form 990View File  
   CFA 2011 Audit ReportView File  



   

 

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