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  • Central Alabama Community Foundation
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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

Melissa Hertenstein
Executive Assistant

Central Alabama Community Foundation
434 N. McDonough Street
Montgomery, AL 36104
Ph: (334) 264-6223
Fax: (334) 263-6225

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Professional Advisors

The following documents are provided in both Microsoft Word and Adobe PDF formats for your convenience. If you do not have Adobe's PDF viewer you can download it here.

Click on the icon for the type of file you'd like to download.

CACF Donor Advised Policies
Donor Advised Fund Agreement
Field Of Interest Fund Agreement
Restricted Fund Agreement
Scholarship Fund Agreement
Suggested Language for Bequest
Unrestricted Fund Agreement

Newsletters

Giving Magazine, Vol.1, Issue 1, Winter 2007
Giving Magazine, Vol.1, Issue 2, Spring 2007

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

Upcoming CLE Courses

Check back here for upcoming courses and course dates.

Previous CLE Courses

Change Alabama with Giving Alternatives.

 

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

About our community foundation

Creating a family tradition

Flexible charitable vehicles

Giving advice on charitable giving

Recommend charity without recommending a charity

Listening for charitable opportunities

Questions for professional advisors

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2011 Board of Directors

Albert C. Striplin
Chairman
Lynda Bordon
Co-Chairman
Greg Sellers Secretary/Treasurer
Burton Ward
President

Terms Expiring 2011

Larry D. Bern
Milton C. Davis
Katherine S. Gayden
John A. Henig, Jr.
Wilbur Hufham
Diane Hanan Weil

Terms Expiring 2012

Samarria M. Dunson
Laura Harmon
D. Kyle Johnson
Jennifer McDonald
Percy Thomas
John Thornton
Philip Young

Terms Expiring 2013

Robert L. Davis
David Jamison
Martha Jinright
Lucie Lee Lanoux
Vickie J. Locke
Paul “Chip” Norris