Effective April 17, 2023, our new account opening minimum is $25,000.
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Electronic DAF Application and Info Page for New Financial Advisors – NEW FA CENTRAL (Existing FAs can access the electronic DAF app by logging into portal)
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PDF Program Description and Application – Donor Advised Fund (min $25K) – Our new rates effective 7/1/19 can be found here
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PDF Program Description and Application – Designated Fund (min $25K) – Our new rates effective 7/1/19 can be found here
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Contribution Form
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How to Make a Contribution to your Fund
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Grant Recommendation Form – The easiest way to recommend grants is by visiting DonorView. You may also fill out the grant recommendation form and email it to us at [email protected].
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Endowment Plan Form
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Investment Guidelines
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IRS Determination Letter
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Liquidity Account Explanation
DonorView How To’s
