Files Available for Download

Forms marked with * may be filled out on your computer. After you fill in the necessary fields, print out the completed form, sign it, and fax it to JCF at 212-319-6963.

If you are having trouble opening these forms, please click here to download the most current version of Adobe Reader

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To Establish a Fund

• Policies and Procedures booklet
• Donor Application *

To Make Contributions

• How to transfer cash and securities
• Securities Transfer Instructions Form
• Contribution Investment Recommendation Form
  

To Recommend Grants

• Grant Recommendation Form *

To Invest Fund Assets

• Fund Investment Recommendation Form *
• Contribution Investment Recommendation Form
• Acknowledgement for Privately Managed Accounts
• Performance Comparison

To Appoint Recommenders/Successors/Interested Parties

• Appointment of Recommenders and Successor Recommenders *
• Appointment of Interested Parties

Children's Giving Fund

• Summary of Children's Giving Fund
• Children's Giving Fund Application*
• Children's Giving Fund Investment Form *
• Children’s Giving Fund Grant Recommendation Form *

Wedding Fund

• Wedding Fund Donor Application
• Wedding Fund Grant Recommendation Form
• Wedding Fund Investment Recommendation Form

Memorial Fund

• Memorial Fund Donor Application
• Memorial Fund Grant Recommendation Form
• Memorial Fund Investment Recommendation Form

Jewish Funders Network

• JFN Application Form