Use this form to recommend a grant from your donor-advised fund. The information you provide will be shared with your philanthropic advisor, who will process the grant on your behalf. If we need any additional details, we’ll follow up with you directly.

Donor Grant Form
Enter the full legal name of the organization you wish to support.
Enter the name of your donor-advised fund as it appears in our records.
3. Donor Name
3. Donor Name
First Name
Last Name
Enter the dollar amount you would like to grant to the organization listed above.
If you would like this grant to support a specific program or purpose, please describe it here. If left blank, the grant will be listed to be used at the organization’s discretion.
Please provide your phone number and/or email address in case we have trouble identifying you in our system.
Examples: a note that the grant is in honor or memory of someone, or a specific contact person at the organization you’d like us to reference.
8. Charitable Intent Certification