Forms
Click Download to access any of the forms or documents below.
New Financial Advisors
If you’re new to iGiftFund, click below to review our account opening process and register as a financial advisor.
Existing Financial Advisors
Access the electronic DAF application by logging in to the Online Portal.
Donor Advised Funds
Donor Advised Fund Intake Form
Financial advisors are encouraged to submit new donor advised fund (DAF) applications through the Advisor Portal for the fastest and most efficient account opening experience.
If you choose to use this form, no signatures are required. Once processed, the DAF application will be sent to the donor(s) via DocuSign for signature. Please allow additional processing time.
Donor Advised Fund Program Description and Guidelines
Endowment Plan
How to Make A Contribution to Your Fund
Contribution Form
Grant Recommendation Form
Donors are encouraged to submit grant recommendations through the Online Portal for the fastest and most efficient processing.
Paper grant recommendations may require additional processing time.
Financial Advisor
Statement of Investment Objectives and Guidelines
Financial Advisor Acknowledgment
Designated Funds
Designated Fund Application
Designated Fund Program Description and Guidelines
Donor Advised Funds
Donor Advised Fund Intake Form
Financial advisors are encouraged to establish new donor advised funds through the Online Portal for the fastest and most efficient account opening experience. This form is available as an alternative.
No signature is required; once processed, a DocuSign application will be sent to the donor(s) for signature.
Donor Advised Fund Program Description and Guidelines
Endowment Plan
How to Make A Contribution to Your Fund
Contribution Form
Grant Recommendation Form
Donors are encouraged to submit grant recommendations through the Online Portal for the fastest and most efficient processing.
Paper grant recommendations may require additional processing time.
Financial Advisor
Statement of Investment Objectives and Guidelines
Financial Advisor Acknowledgment
Designated Funds
Designated Fund Application