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
2015 Audited Financials

Policies:

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