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FAQs & Forms

Home // FAQs & Forms

FAQs & Forms

FAQs & Forms

Fund Agreements

  • Agency Endowment Fund Agreement
  • Donor Advised Fund Agreement also complete  Donor Advised Fund Application (attachment B)
  • Field of Interest Fund Agreement also complete  Field of Interest Fund Application (attachment B)
  • Multiple Donor Community Benefit Fund Agreement also complete Multiple Donor fund purpose form
  • Unrestricted Endowment Named Fund Agreement
  • Scholarship Fund Agreement also complete Donor’s Scholarship Criteria (attachment B)
  • Designated Fund Agreement
  • Memorial Fund Agreement

fee schedule (attachment A)

GRANT RECOMMENDATION FORM for Donor Advisors

GIFT ACCEPTANCE POLICY

LEGACY SOCIETY FORM

STOCK TRANSFER INSTRUCTIONS

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