New Fund Questions You can use this form to begin exploring a new donor-designed fund without making a trip to our office - although that's welcome, too! Type of Fund*Select one type of donor-designed fund Donor Advised Donor Designated Field of Interest Scholarship Agency Endowment Endowed or Non-Endowed*Endowed = principle is held in perpetuity and not spent; grants are made from income; Distribution Policy is currently 4% of a 3-year rolling average. Non-Endowed = income and principle can be granted down to zero. Endowed Non-Endowed Name of Fund*Select a name for your fund. It can be a family name or something anonymous such as "Apple Tree Fund."Purpose of Fund*An issue such as "music" or "education" or a town name where the grantmaking will focus.Expected Value of Donated Asset*Please enter a number greater than or equal to 1.Type of Asset to be Donated* Cash Stock/Securities Real Estate Other If other type of asset, please list it here:*Donor(s) Name(s)*Anonymous fund names are possible but we need to know the name of the donor(s) - which will be kept confidential upon request.Advisors*Do you want us to partner with your attorney, accountant, wealth manager, or other professional advisor? If so, please list them here.Successors*Do you want someone to recommend grants from this fund after your lifetime? If so, please list them here. Successors can include spouse, children, grandchildren, organization, or committee - depending on the situation.Donor Address*Street, City, State, ZipDonor Preferred Phone Number*Donor E-Mail*PhoneThis field is for validation purposes and should be left unchanged. This iframe contains the logic required to handle Ajax powered Gravity Forms.