Giving Related Forms

Funds for Individuals, Families and Groups

Donor-Advised Fund Information
Donor-Advised Fund Agreement and Guidelines
Donor Designated Fund Agreement and Guidelines
Fundholder Portal FAQ

Funds for Nonprofits

Nonprofit Endowed and Designated Funds Information
Nonprofit Agency Endowed Fund Agreement and Guidelines
Nonprofit Designated Fund Agreement and Guidelines
Fundholder Portal FAQ

Policies and Instructions

Gift Acceptance Policies
Stock Transfer Instructions
ACH/Wire Transfer of Cash Instructions

Giving Resources

Guided Legacy Journal: My Story My Legacy
Lifetime and Legacy Giving Information
Friends and Family Giving Circle Toolkit
Read Donor Stories