The Independent
Charitable Gift Fund
Forms and Instructions
You can download the ICGF Get Started Packet or any of the individual forms or instructions listed below. For your convenience, ICGF forms are in a writable PDF format.
Opening a DAF Account
- Contribution Agreement for Individuals
- Donor Application for Individuals
- Letter of Authorization for Individuals
- How to Make a Contribution
DAF Account Reference
DAF Account Management
- Delivery Instructions for Securities
- Donor-Advised Fund Update for Individuals
- Grant Recommendation
- Investment Re-Allocation for Individuals
Special Situations
- Bequest Gift Notification
- Bequest Instructions
- Real Estate Checklist
- Real Estate Disclosure
- Restricted and Control Stock Questionnaire