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.
Wills,Trusts & Legacy Giving
(5)
Plan how Cru fits into your estate, with guides, inventories, and beneficiary tools.
Giving Beyond Cash
(9)
Give from what you own — stock, real estate, business interests, agricultural products, and other non-cash assets.
Qualified Charitable Distributions (IRA Rollover)
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.
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
Stock Notification Form
FOR DONORS
Notify our office of an incoming stock transfer.
Agricultural Gift Form (Crop & Livestock)
FOR DONORS
Combined notification and letter of understanding for incoming gifts of crops or livestock. Wet signature required.
IRA Rollover/QCD Directive
FOR DONORS
Direct your IRA custodian to transfer a Qualified Charitable Distribution to Cru Foundation. Wet signature required.
DAF Wiring Instructions
DONORS & STAFF
Wiring instructions for funding your donor advised fund.
APPLICATION FORMS
Charitable Gift Annuity (CGA) Application
FOR DONORS
🔒 EMAIL VERIFIED
Apply to establish a charitable gift annuity with Cru Foundation.
DAF Application Form
FOR DONORS
🔒 EMAIL VERIFIED
Apply to open a Donor Advised Fund with Cru Foundation.
Endurance Fund Application
FOR DONORS
🔒 EMAIL VERIFIED
Apply to open or contribute to an Endurance Fund.
ESTATE & BENEFICIARY FORMS
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.
Designation Instructions
FOR DONORS
🔒 EMAIL VERIFIED
Notify Cru Foundation of an intended gift designation or bequest.
Adding Cru & Cru Foundation to Your Documents
FOR DONORS
🔒 EMAIL VERIFIED
Reference document for properly naming Cru and Cru Foundation in your estate documents.
Beneficiary Designation Form
FOR DONORS
Designate Cru Foundation as a beneficiary of retirement accounts, life insurance, or other financial accounts.
