Philanthropic Services

TRISKELES FOUNDATION

Invest forward for effective gifting

FORMS: Donor Advised Funds

Our forms can be viewed and printed in WORD or
with Adobe Acrobat Reader (PDF Format).


Donor Advised Funds
Important General Information
  FORMAT
Fee Schedule   WORD   PDF
Why Choose Triskeles?   WORD   PDF
Donors Ask: What's Better for Me?   WORD   PDF
Privacy Policy   WORD   PDF

 

Forms ~ For Individuals/Businesses
  FORMAT
DAF Agreement*   WORD   PDF
Purpose Agreement*   WORD   PDF
Gift Recommendation Letter(s)**   WORD   PDF

* These two 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 Not-for-Profits
  FORMAT
Discretionary Agreement
  WORD   PDF
Endowment Agreement   WORD   PDF

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"I don't know what your destiny will be, but one thing I do know: the only ones among you who will be really happy are those who have sought and found how to serve."

Albert Schweitzer