Here you’ll find resources that may be helpful as you speak with clients about the Community Foundation.

You’ll need Adobe Acrobat Reader in order to read and/or print these materials. To download Adobe Reader, click here.

If a resource you’d like isn’t listed here, please call us at 410-742-9911 or contact Erica Joseph. We’ll be happy to work with you to get you the information you need

Sample Fund Agreements (coming soon)

  • Donor Advised – Endowed
  • Donor Advised – Non-Endowed
  • Designated (Funds to support a specific purpose designated by the donor)
  • Scholarship (Providing tuition assistance to qualified people)
  • Field of Interest (Permanent endowment for a broad area specified by the donor)
  • Community Needs (Funds to support the CFES grantmaking process)

Fund Documents

Investment Information


Stock Transfer Instructions

Legal Name and Tax ID

  • Community Foundation of the Eastern Shore, Inc.
  • Tax ID/EIN: 52-1326014
  • IRS W-9

Bequest Documents & Language