Documents and Forms

Documents & Forms

Read our Investment Guide, apply for a fund, review our policies and procedures, see an example of a codicil to last will or complete your grant report form using the documents and forms below.

Fund Applications

Application for Donor Advised Fund

Application for Agency Fund

Application for Designated, Scholarship, Field of Interest or Unrestricted Fund(s)


Policies and Procedures

Investment Policy

Policy on General Support from Endowment Funds


Codicil to Last Will

Codicil to Last Will