
Forms & Policies

Governance
Forms & Policies
To support a transparent and efficient philanthropic experience, SDG Global provides a centralized library of forms, guidelines, and policy documents that govern the administration of our charitable programs. These resources are designed to help donors, advisors, and nonprofit partners understand how funds are established, how charitable contributions are accepted, and how grants are distributed.



Compliance
Our Forms & Policies library reflects SDG Global’s commitment to responsible stewardship, regulatory compliance, and best practices in modern philanthropy. Whether you are establishing a charitable fund, contributing assets, or recommending grants, the documents below provide helpful guidance on the procedures and policies that support our philanthropic platform.

HOW TO GET STARTED:
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Pooled Income Fund Agreement (Supplemental)
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Charitable Remainder UniTrust Agreement (Supplemental)
MANAGING YOUR FUND:
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Mission Related Investment Form (MRI)
PROGRAM GUIDELINES:
POLICIES:
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