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LGBT Community Endowment Fund
Forms and Instructions
Forms and Instructions
(If you don't have Adobe Acrobat Reader and would like to download a free copy, click here.)
 
NOTE: We are in the process of updating our address on all our forms. If you are printing and mailing any forms to us, please mail them to our new address, effective May 2011:

Horizons Foundation
550 Montgomery Street, Suite 700
San Francisco, CA 94111

 

For Grantees
• Community Issues Final Report Guidelines PDF
• Community Issues RFP PDF | Word
• Donor-Advised Fund Grantee Nondiscrimination Form Word
• Donor-Advised Fund Grantee Organization Summary Online Form
• Intentional Change Fund RFP PDF | Word
• Markowski-Leach Scholarship Application - Go to www.mlscholarships.org to apply
• POCIBLE RFP - PDF | Word
• QGiving Guide PDF
 

For Donors
• Directory of Professional Advisors for the LGBT Community PDF
• Guide to Gift Planning for the LGBT Community PDF
• QGiving Guide PDF

Donor-Advised Funds
• Donor-Advised Fund Program Guide PDF
• Donor Contribution Agreement/Application PDF
• Advance Advisor Recommendation Form PDF
• Grant Recommendation Form PDF
• Investment Options PDF
• Information Change Request PDF
• Information about Horizons Donor-Advised Funds for Professional Advisors PDF
• Instructions for Stock and Wire Transfers to Donor-Advised Funds PDF

Planned Giving
• Guide to Gift Planning for the LGBT Community PDF
• Securing Our Community's Future: An Invitation to You PDF
• Legacy Circle Confidential Statement of Intent Form - Word
• Testamentary Gift Recommendation Form PDF
• Instructions for the Testamentary Gift Recommendation Form PDF

Stock Gifts and Wire Transfers
• Instructions for Stock and Wire Transfers [non-DAF] PDF
• Instructions for Stock and Wire Transfers to Donor-Advised Funds PDF
 

For Professional Advisors
• Directory of Professional Advisors for the LGBT Community PDF
• Form for inclusion in the Directory of Professional Advisors for the LGBT Community PDF | Word
• Information about Horizons Donor-Advised Funds for Professional Advisors PDF
• Guide to Gift Planning for the LGBT Community PDF
• Legacy Circle Confidential Statement of Intent Form - PDF | Word