Establish a New Fund or Update Fund Information:

DONOR ADVISOR:

Donor Advisor has full advisory privileges over a fund, including grant recommendations, investment recommendations, naming Investment Advisors and Successors

FUND CREATION:

Initial gift to establish a fund.

Check made payable to Investors Philanthropic

GIFTS:

Wire, Publicly Traded Securities, Privately Held Securities Restricted Securities, Real Estate, Other

PLEASE DESCRIBE THE GIFT (INTER-FUND TRANSFER, CREDIT CARD, PERSONAL PROPERTY, REAL ESTATE, TESTAMENTARY):

TOTAL CONTRIBUTION:

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Your Investors Philanthropic Donor Advised Fund Application