Publications and resources

Choose a link below to download any of our publications, or if you prefer, contact us to request a printed copy. Some files are large and may take several minutes to download. 

Articles By Local Professional Advisors

• Investing with Integrity: A Primer on Socially Responsible Investing, by Lewis Chamberlain
• New Tax Laws May Affect Estate Plans, by Larry Dahl
• It's Time to Plan for Year-End Giving, by Trudy Tavares
• Everyone Can Win With Charitable Gifts, by Mark Clure
• Don’t Let the Tail Wag the Dog, by Glenn Rank
• Charitable Donations of Real Property: A Well Grounded Decision, by DeAnne Parker

Donor and advisor resources

• Sample Bequest Language
• Guide to Giving
• Deciding to Give Checklist
• Comparing Approaches
• Creating Custom Solutions for Giving
• Optimize Charitable Giving
• Donor Advisor Grant Recommendation Form

Grantseeker resources

• Final Grant Report Form

Publications

• Articipate - Shasta Siskiyou Arts Endowment Brochure
• Shasta Regional Community Foundation Brochure
• Shasta Regional Community Real Estate Foundation Brochure
• Women's Fund Brochure (PDF)

Annual reports

• 2009 Annual Report
• 2008 Annual Report
• 2007 Annual Report
• 2006 Annual Report
• 2005 Annual Report

Financial documents

• 2008 IRS Form 990

Investment documents

• Investment Policy
• Fund Management Policy
• Administrative Contribution Schedule