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Choose your giving strategy. You have access to a full range of flexible giving options to start a charitable fund.

Manage your fund

Log on to your fund dashboard and discover resources to help you manage your charitable fund.


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Use the search bar above to find information throughout our website. Or choose a topic you want to learn more about.

Forms for individuals

The following forms and information are available to download or complete online. Additional online forms are available when you access your fund online.

If you use a PDF form, please submit it by secure file upload, fax (612-844-4109) or mail (PO Box 8072, Appleton, WI 54912).

Downloadable and online forms

Recommend a grant
Grant recommendation form (PDF)
Recurring grant recommendation form (PDF)
Make a new gift
New gift to existing fund form (PDF)
Update investment allocation (Designated Funds)
Investment portfolio change request form (E-form)
Change donor anonymity
Anonymity change form (PDF)
Change benefiting charities
Charity change form (PDF) (E-form)
Fund online access changes
Add or remove online access to fund (PDF) (E-form)