...New Account Forms...
Donor Advised 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 Donor Advised Gift Fund account.
-
Agreement
Form: The legal agreement establishing your
Donor Advised Gift
Fund, and outlining terms and conditions.
-
Grant
Form: Use this form to recommend that a grant
be made from your Donor Advised Gift Fund
to a charity you specify.
-
Account
Change Form: Once your
Donor Advised Gift Fund is
established, you may use this form to change your
address, donor information, successor, or successor
charity.
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(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.) |
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