For questions about completing these forms CLICK HERE for Inquiry Resources and Contact Information.  You may also use the “Contact the Board” Menu item.

All Deposits, Expense Vouchers and Advance Requests must include appropriate code numbers.  Click HERE for the list of Code Numbers.

Forms:

Annual Client Reporting Form

Application for Branch Project/Scholarship 

Contact Information Change Form

Deposit Form

Donor Designation Form

Voucher: Expenses/Request for Funds Advance

Transfer Gift of Publicly Traded Stock

Transfer Request Form

Letters and Instructions:

Sample Letter for Community Partners

Instructions for Gifts and Donations

Chart of Accounts & Classes

Sample Acknowledgement Letter for Donations under $250

Monthly/Quarterly Report Reconciliation