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Contact Information:
Burton Ward 
President
Caroline Montgomery Clark
Vice President,
Community Services
Jessica Roberts
Financial Officer
Megan Stevens
Communications Director
Tom Yates
IT Services Director
Kathleen Donovan
Executive Assistant
Central Alabama Community Foundation
434 N. McDonough Street
Montgomery, AL 36104 
Ph: (334) 264-6223
Fax: (334) 263-6225
Professional Advisors
Here are CACF documents to assist you when working with clients interested in establishing a fund:
CACF Donor Advised Policies 
Donor Advised Fund Agreement
Donor Advised Fund Request Form
Field Of Interest Fund Agreement
Restricted Fund Agreement
Suggested Language for Bequest
Unrestricted Fund Agreement
Agency Fund Agreement
Internet Resources For Advisors and Planners
Community Foundations
Trusts and Estates
Council On Foundations
Planned Giving Design Center
National Center for Family Philanthropy
Community Foundations of America
The Giving Forum
Here are some guides to assist you when working with clients interested in establishing a fund:
Note: all guides are in PDF format.
Simple, powerful and highly personal
Giving advice on charitable giving
Recommend charity without recommending a charity
Listening for charitable opportunities
Questions for professional advisors
2013 Board of Directors
Kyle Johnson
Chairman
Rita O. Brown
Secretary/Treasurer
Burton Ward
President
Milton C. Davis
Robert L. Davis
Laura Harmon
Tracy Holley
David Jamison
Louise Jennings
Martha Jinright
Lucie Lee Lanoux
Paul “Chip” Norris
Riley Roby
Shannon G. Speir
K. Roger Teel, Jr.
Clay Torbert
©2006-2013, Central Alabama Community Foundation. All rights reserved.
434 N. McDonough Street,
Montgomery, AL 36104 Ph: (334) 264-6223
Fax (334) 263-6225