Giving Related Forms

Funds for Individuals, Families and Groups

Donor-Advised Fund Guidelines
Donor Advised Fund Agreement
Designated Fund Guidelines
Designated Fund Agreement Form

Funds for Nonprofits

Nonprofit Agency Endowed Fund Agreement and Guidelines
Nonprofit Organization Designated Fund Guidelines
Nonprofit Organization Designated Fund Agreement

Policies and Instructions

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

Giving Resources

Racial Justice and Equity Giving Guide
Guided Legacy Journal: My Story My Legacy
Read Donor Stories