- Donor Toolkit (website) - The Cleveland Foundation
The Donor Toolkit includes the Cleveland Foundation donor notebook, Donor bill of rights, Grant recommendation form, Glossary of terms used in philanthropy, Guidelines for establishing a fund, Philanthropy websites
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- Grantee Toolkit (website) - The Cleveland Foundation
The Cleveland Foundation provides information and samples of budgets and grant reporting forms.
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- Planned Gifts Comparison Chart (website) - The Cleveland Foundation
The chart conpares different kinds of planned gifts, such as bequests, charitable gift annuities, charitable remainder trusts, and charitable lead trusts, and specifies the tax benefits, regulations and rules for each.
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- Professional Advisor Toolkit (website) - The Cleveland Foundation
The Professional Advisor Toolkit includes Bequest language, Planned gift comparison chart, Sample charitable IRA rollover letter to IRA administrator
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