DONOR-ADVISED FUND APPLICATION

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:

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