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 Selection Committee meeting or to request a scholarship grant to be distributed from your Fund?  Download the form(s) below.

Sample Selection Committee Minutes
Scholarship Grant Recommendation form