Trust Administration and Reference Materials
Trust Administration
- About our Trust
- Authorization to Release Information
- Change of Address
- Deposit Instructions and Deposit Slip
- Information Sheet Discussing Frequently Asked Questions About Investments
- Trust Comparison Fee Schedule
- Opt-Out of Paper Statements
- Tax Notice
Designated Advocate
- Designated Advocate Acceptance Form (for Individual)
- Designated Advocate Acceptance Form (for Organization)
- Designated Advocate Resignation Form (for Individual)
- Designated Advocate Resignation Form (for Organization)
- Changing the Designated Advocate
- Designated Advocate Change of Address
Community Fund Ohio Annual Reports
- 2023 Annual Report
- 2022 Annual Report
- 2021 Annual Report
- 2020 Annual Report
- 2019 Annual Report
- 2018 Annual Report
- 2017 Annual Report
- 2016 Annual Report