The following forms and information are available to download. Online forms are also available when you access your fund online.

Online grant recommendation forms are available when you access your fund online via your Fund Dashboard. If you prefer to fill out grant recommendation forms by hand, you can do so by using the forms below.

Grant recommendation form

Recurring grant recommendation form

New gift to existing fund form

Investment portfolio change request form - Advise-As-You-Go

Anonymity change form

Charity change form (Submit this form online)

Direct deposit form

Add or remove access to online access to fund