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Forms and DAF Handbook

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:

DAF Handbook 9.5.14








 Securities Stock Transfer Information

Charitable IRA Rollover Information