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You can download any of the forms or instructions listed below. For your convenience, NPT forms are in a writable PDF format.
Account Opening and Management
A Guide to Your Donor-Advised Fund
Donor Application for Individuals
NPT Minimum Account Activity Policy
Contributions
Contribution Agreement
How to Make a Contribution
Contribution Deadlines
Illiquid Asset Contribution Guidelines
Restricted and Control Stock Questionnaire
Investment
Investment Reallocation
Investment Descriptions and Performance
Grantmaking
Tips for Managing Your Charitable Giving
Grant Recommendation
Specialized Grantmaking—Direct International Grants
Specialized Grantmaking—Grant Agreements
Special Situations
Bequest Instructions
Real Estate Checklist
Real Estate Disclosure
For Private Foundations and Companies
Donor Application for Legal Entities
Donor-Advised Fund Update for Foundations and Companies
Converting a Private Foundation
Corporate/Organization Resolution and Indemnification