Gift Calculator
 
 
 
 
 

Donor-Advised Fund Agreement

Create your Donor-Advised Fund Agreement after answering the questions below. If you have a problem downloading the agreement, you may contact our Client Services department at 800-858-6127 if you would like an agreement mailed or faxed to you.

 


1. Is a gift of securities or mutual fund shares being made?
 
 
2. Is any asset being gifted from a trust?
 
 
3. Do you wish to suggest more than one Charitable Beneficiary as a recipient of the remaining assets of the Donor-Advised Fund?
 
       
   






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