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A variety of tools are available to help you inform your clients and learn more about the options available through the Arizona Community Foundation.

Additional publications and printed versions of the items listed here are available. Call 602.381.1400 to request materials. 

• IRS Letter of 501(c)(3) Determination [PDF, 25KB]
• Tax ID: 86-0348306

General Overviews

• ACF Planned Giving Guide [PDF, 1MB] 
• Partnership with Professional Advisors [PDF, 627KB]
• About ACF (English & Spanish) [PDF, 731KB]
• Investment Management Overview [PDF, 632KB]
• Administrative Fee Schedules [PDF, 252KB]

Fund & Giving Overviews

• Ways to Give [PDF, 481KB]
• Donor Advised Fund Overview [PDF, 481KB]
• Comparing Fund Options [PDF, 116KB]

Complex Gifts

• Charitable Gift Annuity [PDF, 1278KB]
• Charitable Remainder Trust [PDF, 77KB]
• Life Insurance, Real Estate or Stock [PDF, 77KB]
• Retirement Account Assets [PDF, 85KB]
• Comparing Planned Giving Options [PDF, 495KB]

Sample Language

• Sample Language for Charitable Bequests and Distributions [PDF, 43KB]

Policies & Guidelines

• Spending Policy (Endowed Funds) & Guideline (Non-Endowed Funds) [PDF, 119KB]
• Gift Acceptance Policies [PDF, 3.8MB]
• Investment Guidelines for External Asset Managers [PDF, 247KB]
• Prior to transferring electronic funds or securities, contact ACF's Finance Department or your Relationship Manager and request the most current Electronic Transfer Instructions for Donors. To assure that gifts are credited to the correct fund or account, always notify the Arizona Community Foundation before executing the transfer of securities or cash.