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Pooled Income Fund

You can download most forms you need by clicking on the form name below. You may also request to have forms mailed to you by sending us an email or calling us at 607-256-0358 or 888-828-0099:

  • New Account Application: Complete this form to establish a new Pooled Income Gift Fund account.

  • Agreement Form: The legal agreement establishing your Pooled Income Gift Fund, and outlining terms and conditions.

  • Account Change Form: Once your Pooled Income Gift Fund is established, you may use this form to change your address, donor information, successor, or successor charity.

(Please note that forms are pdf documents that require the Acrobat Reader. To view pdf documents, you must have Acrobat Reader installed on your computer.

 You can get Acrobat Reader for free here.)