You can establish a donor-advised fund quickly and easily by sending us your completed donor application along with your initial contribution and investment recommendation.
Once we receive your application and contribution, we will send you immediate written acknowledgment for your tax records. Non-cash gifts such as publicly traded securities and mutual fund shares are sold as soon as we receive them. We invest the cash proceeds in accordance with your investment recommendation and notify you of your opening balance. At that point, you may begin using your fund.
Please read our Policies and Procedures booklet for a detailed description of how to use your donor-advised fund.