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