Current Fund Advisors - Forms
Nonprofit Forms
Need to deposit a check/s, pay an invoice, notify us of an event you are planning, make a disbursement or change the Fund Advisor information for your Fund? Download the form(s) below.
→ Deposit Form
→ Event Notification Form (due at least 30 days prior to an event)
→ Pay an invoice or Request a Disbursement
→ Addendum to update Fund Advisor information
Donor Grant Forms
Need to recommend a Grant from your Donor Advised Fund (DAF) or change the Fund Advisor information for your Fund? Download the form(s) below.
→ Grant Recommendation Form
→ Addendum to update Fund Advisor information
Scholarship Forms
Do you need sample minutes for your Review Committee meeting or to request a scholarship grant to be distributed from your Fund? Download the form(s) below.
→ Review Committee Minutes sample
→ Scholarship Grant Recommendation form