Smarter Generosity Resources

Tools, guides, and one-pagers for donors exploring stewardship — and for staff equipping their ministry partners. If you still have questions or can't find what you're looking for, our team is here to help you find what you need.

Donor-Advised Fund

(5)

How DAFs work at Cru Foundation, including testamentary options, guidelines, and investment FAQs.

Donor Advised Funds — Overview

image_4db8c3

Donor-Advised Fund or Private Foundation

8fca5e65-f64c-4b91-8de5-f71e710fce7c

Wills,Trusts & Legacy Giving

(5)

Plan how Cru fits into your estate, with guides, inventories, and beneficiary tools.

Estate Design & Gift Planning 

d36f276a-c4db-44dd-ada1-4b9ab5cbaa98

Adding Cru to Your Estate Plans

Christian grandfather and grandson playing in the park, reflecting the generational impact of a charitable bequest to Cru Foundation

Beneficiary Designations

ChatGPT Image Jun 2, 2026, 10_01_44 PM

Confidential Estate Inventory

lightstock_90188_full_marsha_stevens (1)

Giving Beyond Cash

(9)

Give from what you own — stock, real estate, business interests, agricultural products, and other non-cash assets.

Cru's Endowment Option

(1)

Give from what you already own — stock, real estate, business interests, agricultural products, and other non-cash assets.

Gifts that Provide Income

(3)

Gifts that provide income back to you or loved ones — charitable remainder trust, charitable gift annuity, and pooled income fund.

MPD Resources (For Staff)

(3)

Ministry partner development tools — trifolds, prayer letter inserts, and Canva templates for raising support.

Smarter Generosity Insert

lightstock_385744_full_marsha_stevens

Strategic Ways to Give Trifold

1e6fe05b-908b-498b-a84b-c28e66ecc911

Generosity Resources

(3)

HIDDEN ON LIVE SITE

External recommendations and curated content. Hidden on the live site until content is reviewed and refreshed (per call with Katie).

Forms

Forms can be downloaded as a PDF for printing or, where indicated, completed online.
Online completion of secure forms uses email verification through DocuSign for your protection.

ASSET TRANSFER FORMS
Frame (1)

Letter of Understanding for Agricultural Gifts

FOR DONORS

Notify our office of an incoming stock transfer.

Frame (1)

DAF Wiring Instructions

FOR DONORS

Direct your IRA custodian to transfer a Qualified Charitable Distribution to Cru Foundation. Wet signature required.

Frame (1)

Chartiable Remainder Trust Summary Form

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Business Interest Summary Sheet

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

State Disclosure

FOR DONORS

Combined notification and letter of understanding for incoming gifts of crops or livestock. Wet signature required.

Frame (1)

The Endurance Fund

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Annuity Application Direct Deposit

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Stock or Mutual Fund Transfer Directive

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Confidential Declaration Of Intent

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Charitable Gift Annuity Disclosure Statement

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Real Estate Gift Summary

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Qualified Charitable Distribution QCD IRA Rollover Directive Form

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Fund Account Succession Plan

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

Frame (1)

Direct Deposit Authorization Form

DONORS & STAFF

Wiring instructions for funding your donor advised fund.

APPLICATION FORMS
Frame (1)

Charitable Gift Annuity (CGA) Application

FOR DONORS
🔒 EMAIL VERIFIED

Apply to establish a charitable gift annuity with Cru Foundation.

Frame (1)

DAF Application Form

FOR DONORS
🔒 EMAIL VERIFIED

Apply to open a Donor Advised Fund with Cru Foundation.

Frame (1)

Endurance Fund Application

FOR DONORS
🔒 EMAIL VERIFIED

Apply to open or contribute to an Endurance Fund.

ESTATE & BENEFICIARY FORMS
Frame (1)

DAF Succession Plan

FOR DONORS
🔒 EMAIL VERIFIED

Designate where DAF funds go in the event of the donor's passing. Update at any time by submitting a new form.

Frame (1)

Designation Instructions

FOR DONORS
🔒 EMAIL VERIFIED

Notify Cru Foundation of an intended gift designation or bequest.

Frame (1)

Adding Cru & Cru Foundation to Your Documents

FOR DONORS
🔒 EMAIL VERIFIED

Reference document for properly naming Cru and Cru Foundation in your estate documents.

Frame (1)

Beneficiary Designation Form

FOR DONORS

Designate Cru Foundation as a beneficiary of retirement accounts, life insurance, or other financial accounts.

174ee599-251f-4fcd-bd0a-d7bc2e44d085

Have a question about a
specific resource?

Our team is here to help you think through your next step.