Forms for Download

Many of the forms you may need to manage your fund can be found below.

The forms are available in either PDF or Microsoft Word format, or both. The forms in Microsoft Word can be downloaded and typed into directly, or printed and filled out by hand. The PDF scan be printed and filled out by hand. Please choose the option easiest for you.

Fund Forms

• Suggesting a grant (Word) or (PDF)
• Adding or removing a fund advisor (Word) or (PDF)
• Making a gift of securities  (PDF)
• Sample fund statement (Word) or (PDF)

Advisor Express Forms

• Introduction to Advisor Express (PDF only)
• Registering for Advisor Xpress (Word)
• Advisor Xpress FAQs (Word) or (PDF)
  
  

After you've completed the form(s), you can fax it back to us at (212) 532-8528, or mail it to:

Anne Nally
The New York Community Trust
909 3rd Avenue
New York, NY 10022

If you have any questions about which form you need, or would like to receive a form by mail, please call Maggie Murphy at (212) 686-0010 x535.