NPT Donor-Advised Fund Forms

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 Grantmaking 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