Getting started is easy.

To open an ICGF donor-advised fund account, follow these simple steps:

  1. Review the ICGF Program Guide.
  2. Complete and sign the Donor Application.
  3. Complete and sign the Contribution Agreement.
  4. Initiate a transfer of asset(s) using the instructions provided on the How to Make a Contribution form.
  5. Completed forms can be sent to us by mail, email or fax. If you prefer to speak to a member of our donor service team or would like us to provide you with a printed set of materials, please call NPT toll free at (888) 878-7900.
  6. Once your client’s donor-advised fund account is open and we receive their initial contribution, we will send them a temporary username and password so that they can administer their account online.
  7. We will also send them all the information they will need for including their contribution with their tax return. 8. Your client can make grant recommendations at any time.

 

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