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Creating a Donor-Advised Fund at The Trust

Since 1924, The New York Community Trust and its Long Island and Westchester divisions have helped caring New Yorkers become informed philanthropists. We look forward to welcoming you to our donor community.

There are two easy steps to setting up your fund:

  1. Complete the form below and sign the fund agreement letter. Alternatively, you can click here to download a copy of the form and return it to us. We can also walk you through it by phone.
  2. We will return a signed copy of your fund agreement letter. We will also send you instructions for contributing to your new fund and choosng the investment vehicle, as well as log-in information for our easy-to-use online donor portal.

If you have any questions, or would like assistance, please feel free to contact us.