FORMS

IMPORTANT GENERAL INFORMATION:

Benefits Form (PDF)

Fee Schedule  (PDF)

Donors_Ask_Whats_Better_For_Me? (PDF)

Privacy Policy (PDF)

FORMS – FOR INDIVIDUALS SETTING UP A FUND:

Donor Advised Fund Agreement* (PDF)

Donor Advised Fund Purpose Agreement* (PDF)

Donor Advised Fund Questionnaire* (PDF)

Gift_Recommendation_Forms and Letters** (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 disbursed.

FORMS - FOR NON-PROFITS:

Non Endowed Organizational Fund Agreement(PDF)

Endowment Agreement (PDF)

Donor Advised Fund Values Intake* (PDF)

DEFINITIONS 

Definitions (PDF)