- Click the button below to complete the Donor-Advised Fund form. (Alternatively, you can click here to download a copy of the form and return it to us.)
- We will send you a fund agreement letter for your signature.
- We will send you instructions for contributing to your new fund (inital contribution minimum of $5,000) and choosing the investment vehicle, as well as log-in information for our easy-to-use online donor portal.
Click here to read our Donor-Advised Fund Policies and Guidelines.
If you have any questions, or would like assistance, please feel free to contact
Gay Young or John Oddy at (212) 686-0010 or email firstname.lastname@example.org.