Forms & Guidelines

Unless noted otherwise, the forms below are in PDF format. Documents in this format require the Adobe Acrobat Reader to view. If you do not have this free software or have an older version, please download and install the appropriate Reader for your system.If you cannot download the publication, or need assistance, please contact us at 1.888.RSF.3737.

Social Investment Fund

• Prospectus - Describes the RSF Social Investment Fund program. It also contains audited financial statements (accompanying notes are available upon request).
• Application Form - Establishes an investment fund and can be used to make changes to your existing account information.

Lending Program

• Automatic Payment (ACH) Authorization Form
• Contact Information and Authorization Form
• Loan Pre-Application
• Loan Pre-Application for Schools

Philanthropic Services

Donor Advised Funds

• DAF Program Guide and Application Agreement - Describes the RSF Donor Advised Fund program
• DAF Application Agreement Only - Establishes a Donor Advised Fund
• Grant Recommendation Form- Informs RSF’s grants administrator of a fund advisor’s wish to recommend a grant from a Donor Advised Fund.
• GCF Grant Recommendation Form- Informs RSF’s grants administrator of a Global Community Fund advisor’s wish to recommend from a Donor Advised Fund.

Fiscal Sponsored Funds (Pre-Approved Grant Funds)

• Fiscal Sponsorship Program Guidelines
• Reporting Guidelines

Planned Giving

• Bequest Instruction Form

Reporting Guidelines

• Designated Funds
• Fiscally Sponsored Funds (Pre-Approved Grant Funds)
• Individual Grant Reporting Guidelines
• Mid-States Shared Gifting Grant Recipients
• On Reports and Reporting