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Fundholder Resources

Donor Advised Fund Agreement (DAF)

To establish a fund, update, or make changes to an existing fund please complete and submit a DAF Agreement Form.

Grant Disbursement Request

The simplest way to make a request is to email the name of the nonprofit, amount and contact to:

The GoFund portal is also available to fundholders who wish to input the requests directly.  If you have not already signed up for the portal, contact the Foundation for assistance. 

We also still have available a fillable form:  DAF Recommendation Form

Guide to Using Your Donor Advised Fund

This informative handbook is intended for our Donor Advised Fundholders.

Click the image below to access the DAF Guide Handbook:

DAF Handbook 9.5.14









Securities Stock Transfer Information

Charitable IRA Rollover Information