Donor Advised Fund Agreement (Click Here)
To establish a fund, update, or make changes to an existing fund - please use the form above.
Grant disbursement request forms:
Donor Advised Fund Recommendation Form - single request
Donor Advised Fund Recommendation Form - multiple requests
Guide to Using Your Donor Advised Fund (DAF) - This informative handbook is intended for our Donor Advised Fundholders.
Click the image below to access the DAF Guide Handbook:
Securities Stock Transfer Information