All forms & requests

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New Gift Kits

Additional Gift Transmittals

Amendments

 

Changes & Other Forms

   
 

1.

Outright Major Gift

   

Wiring Instructions

   
 

2.

Endowed Major Gift

Endowment Addition Transmittal

Amend Restrictions

 New Gift Proposal  
 

3.

Donor Advised Fund

DDF Addition Transmittal

  

IRS Form 8283-The taxpayer completes this for non-cash gifts

  
 

4.

Charitable Remainder Trusts

Unitrust Addition Transmittal

Amend Remainderman

 IRS Form 8282-The charity completes this for non-cash gifts   
 

5.

Charitable Lead Trusts

 

Amend Lead Interest

     
 

6.

Charitable Gift Annuities

       
 

7.

Pooled Income Fund

       
 

8.

Life Estate Agreement

    
 

9.

Charitable Living Trusts

Charitable Living Trust Addition Transmittal

Amend Trust