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 of 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 (INTERFUND TRANSFER, CREDIT CARD, PERSONAL PROPERTY, REAL ESTATE, TESTAMENTARY):

TOTAL CONTRIBUTION:

Thanks for submitting!