FORMS – DONOR ADVISED FUNDS

IMPORTANT GENERAL INFORMATION:

FORMS – FOR INDIVIDUALS SETTING UP A FUND:

DAF Agreement* (PDF)

* These three forms must be completed and sent to Triskeles in hard copy before the fund can officially be opened

** This form needs to be completed and sent to Triskeles in hard copy before gift recommendations can be dispersed.

FORMS - FOR NOT-FOR-PROFITS:

Non Endowed Agreement (PDF)

Triskeles believes that aligning practice with purpose – at the individual level, in the community and on a global scale – is the way to achieve a positive future.