Investment and Donor Forms

	Asset Delivery Instructions Form.pdf (24 KB) - This form provides information on how to deliver assets to the Three Rivers Community Foundation in order to make a gift.
	Investment Performance.pdf (216 KB) - This details the Three Rivers Community Foundation's investment returns over the years as well as the fees per each type of fund.
	Donor Fund Agreement.pdf (268 KB) - This form is used to start a new fund at the Three Rivers Community Foundation.
	Scholarship Guidelines and Procedures.pdf (208 KB)
	Scholarship Application Form.pdf (68 KB)
	Letter of Intent.pdf (200 KB) - For those wishing to let us know that the Foundation is in their will. Upon completion of this form, donors become members of the Three Rivers Heritage Society.

Foundation Brochures and More

	Options for Giving.pdf (52 KB) - This document details the various fund options available through the Three Rivers Community Foundation from donor advised funds to scholarship funds and more.
	Starting a Donor Advised Fund with the Three Rivers Community Foundation.pdf (72 KB) - This brochure answers the questions donors typically have in deciding to open a Donor Advised Fund.
	The Family Donor Advised Fund.pdf (56 KB) - This brochure answers the questions donors typically have in deciding to open a Family Donor Advised Fund.
	Your Vision, Your Legacy, the Tri Cities’ Future.pdf (68 KB) - An introduction to the Three Rivers Community Foundation and what community foundations can do.
	Benefits of a Community Foundation.pdf (584 KB) - An introduction to the Three Rivers Community Foundation and what community foundations can do.
	Professional Advisor's Perspective.pdf (592 KB) - This brochure gives financial planners perspectives on community foundations from inside their own professions.
	Estate Planning Perspective.pdf (604 KB) - This brochure gives financial planners perspectives on community foundations from inside their own professions.