Individual & Family Fund Forms

• Account Management Policy
• Donor Data Privacy Policy
• Distribution Policy
• Distribution Instructions
• Open a Donor Advised Philanthropic Fund
• Designate Successor to Donor Advised Philanthropic Fund
• Authorize Grant From Your Donor Advised Philanthropic Fund
• Open an Endowment Fund
• Open an Advised Endowment Fund
• Stock Transfer to Schwab

Organizational Fund Forms

• Create an Organizational Philanthropic Fund/Revise Authorized Signers. Contact us for more information regarding Organizational Endowment Funds.