Forms

Click on the links below to view the Foundation's forms and policies.

Forms:

• Hoffmann Society Planned Giving Enrollment Form
• Charitable Gift Annuity Forms
  For endowment fund agreement click here
  For gift annuities in California click here
  For gift annuities in Wisconsin, Illinois and New York, click here
  For all other states*, click here
  

  *If you live in Tennessee, Alabama, Hawaii, or New Jersey, contact us for other opportunities available to you.

Financials:

• 2024 Audited Financials
• 2023 Audited Financials
• 2022 Audited Financials
• 2021 Audited Financials
• 2020 Audited Financials
• 2019 Audited Financials
• 2018 Audited Financials
• 2017 Audited Financials
• 2016 Audited Financials

Policies:

• Privacy Policy
• Donor Bill of Rights
• Code of Ethics
• Gift Acceptance Policies