Effective April 17, 2023, our new account opening minimum is $25,000. Keep in mind that we’re currently updating our forms to reflect this change.
We use Adobe Acrobat to provide electronic access to our forms and publications. You will need to have the Adobe Reader software installed to access them. We recommend using the most recent version of Adobe Reader — available free from Adobe’s website.
Fill-in PDF forms use some of the features provided with Adobe Acrobat software, such as the ability to save the data you input. Please download the form to use the fill-in feature, rather than using your web browser.
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Procedure to Open a Fund– For Financial Advisors
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Program Description and Application – Donor Advised Fund (min $25K) – Our new rates effective 7/1/19 can be found here
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Program Description and Application – Designated Fund (min $25K) – Our new rates effective 7/1/19 can be found here
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Donor Advised Fund Application Form (min $25K)
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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 donorsupport@igiftfund.org.
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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
