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Reports, Forms & Agreements Reports: 2007 Annual Report - Download a copy or email us for a copy to be sent to you. Audited FY2007 Financial Statements (period ending March 31, 2007) -Download a copy or email us for a copy to be sent to you. Financial Statements for FY2008 will be available on or about August 15, 2008.
Forms: Beneficiary Organization Qualification Submit this form to verify a qualified charitable recipient of a gift made with the Foundation. Boudinot Covenant Society - Would you like to become a member of the Boudinot Covenant Society? Complete this enrollment form and return to us. IRS W-9 Form - Use this form if you are a recipient of income payments from trusts, pooled income funds, or gift annuities. You must provide the payor (the Foundation or NCTC) your correct Taxpayer Identification Number (TIN) for proper tax reporting, as required by law. Securities Notification Form - If you need only the Securities Notification form, click here.
Gift Agreements: You can make a gift now. Follow the links below to obtain a Gift Agreement. Simply print the agreement, complete the information needed and submit with your gift to the Foundation. If you would like an agreement faxed or mailed to you, please call Client Services at 800-858-6127 or e-mail us. After your gift is accepted by the Foundation, you will receive an acknowledgement that your gift has been accepted and a summary of the contract. Questions concerning the completion of a gift agreement can be directed to a client service representative at 800-858-6127.
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