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Forms for organizations

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

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

Downloadable forms

Recommend a grant
Grant recommendation form, regular (PDF)
Grant recommendation form, for full balance (PDF)
Make a new gift
New gift to existing endowment fund (PDF)
Update fund advisor
Fund advisor change form (PDF)
Update investment allocation
Investment portfolio change request form (PDF)