The following forms and procedures will help you establish a Donor-Advised Fund (Gift Agreement to Establish a Donor-Advised Fund).
In addition, please review the Advise Us Foundation Giving and Investment Practices for the policies, guidelines, and procedures governing Donor-Advised Funds.
Gift Agreement to Establish a Donor-Advised Fund
Giving and Investment Practices
For Donor-Advised Fund Grant Recommendation Forms or Donor-Advised Fund Change Forms please go to My DAF
Questions? Call the Advise Us Foundation at (708) 800-8474 or ask your question in the “Comments” section of our Contact Form
