- Click the button below to complete the Donor-Advised Fund form. (Alternatively, you can click here to download a copy of the form and return it to us.)
- After submitting the form, each fund founder will be prompted to sign the fund agreement letter.
- Once the fund agreement letter is accepted by us, we will send you instructions for your initial contribution ($5,000 minimum), investment options, and log-in information to our easy-to-use online donor portal so you can begin making grant suggestions.
Please read our Donor-Advised Fund Policies and Guidelines carefully before proceeding.
If you have any questions, or would like assistance, please feel free to contact
David Okorn at email@example.com or Marie Smith at firstname.lastname@example.org or call us at (631) 991-8800.