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):
