individual led funds
Below are helpful forms that you will need to access your fund's balance, make distributions from your fund, and more. You may also choose to use the Additional Fund Contributions online gift form below. Should you have any questions, please don't hesitate to contact us at the information listed at the bottom of this page.
Forms available for download
- Distribution Recommendation Form (Multiple Distributions) - Donor-Advised Fund
- Additional Contribution Form - All fund types
- Distribution Recommendation Form - Fund to Fund
- Stock Contribution Form