NPT Donor-Advised Fund
Forms and Instructions
You can download NPT's Get Started Packet or any of the individual forms or instructions listed below. For your convenience, NPT forms are in a writable PDF format.
Opening a Donor-Advised Fund Account
- Contribution Agreement for Individuals
- Donor Application for Individuals
- Letter of Authorization for Individuals
- How to Make a Contribution
Donor-Advised Fund Account Reference
- Contribution Deadlines
- Donor-Advised Fund Program Guide
- Illiquid Asset Contribution Guidelines
- Investment Descriptions and Options
- Specialized Grant Making Fees
Donor-Advised Fund 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
- Discretionary Investment/Transaction Request
- Real Estate Checklist
- Real Estate Disclosure
- Restricted and Control Stock Questionnaire
For Private Foundations and Companies
- Contribution Agreement for Private Foundations and Companies
- Converting a Private Foundation
- Corporate/Organization Resolution and Indemnification
- Donor-Advised Fund Update for Private Foundations and Companies
- Donor Application for Private Foundations and Companies
- Investment Re-Allocation for Private Foundations and Companies
- Letter of Authorization for Private Foundations and Companies