Investment and Donor Forms

• 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)
•  - 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.