Fund Agreements, Policies & Forms
 
Enter the information electronically from your computer on any of the forms below 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 donorservices@cfacadiana.org.
For questions or assistance, please contact Donor Services at 337.769.4843.

For a copy of the Foundation's latest IRS Form 990 or audit report, please contact Donor Services at 337.769.4843.

Grant Applications
Title    
   2017 St. Mary Parish Foundationís Competitive Grant Cycle
View File  
   2017 Barbara M. Brown Letter to RecommenderView File  
   2017 Mack Energy Letter to RecommenderView File  
   Richard Guidry Cajun and Creole Language FundView File  
   2016 LAGCOE Letter to RecommenderView File  
   2016 LAGCOE Essay TemplateView File  
   St. Martin Land Company Scholarship ApplicationView File  
   2017 Barbara M. Brown Preview of ApplicationView File  
   St. Martin Land Company Scholarship GuidelinesView File  
   2016 LAGCOE Application InstructionsView 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    
   Contributing to Your FundView File  
   Investment Recommendation FormView File  
   Make a Year-End, Tax-Deductible Contribution to Your FundView File  
   Grant Recommendation Form

 

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

 

View File  
Investment Performance Reports
Title    
   2017 1st Quarter Financial Performace ReportView File  
   1Q 2016 Investment Performance ReportView File  
   2Q 2016 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  
Other
Title    
   New State Legislation on Sales Tax Affects NonprofitsView File  



   

 

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