• Contact Jane Wilton at 212.686.2563 or Bob Edgar at 212.686.2564 to discuss the kind of fund your client is interested in.
  
  
• Fill in the missing information in the fund agreement:
  1) the fund name (please don't use initials only).
  2) identify the asset your client is giving (e.g., $150,000 or 600 shares of XYZ Corp. stock).
  3) if it is a donor-advised fund, please fill in the names of the advisors who may recommend grants.
  
  
• For funds with a purpose more specific than unrestricted charitable purposes, please discuss that purpose with Jane Wilton, and if the purpose is mutually agreed upon, fill in the fund purpose.
  
  
• Sign and date two original fund agreements and mail them, with your client's contribution, to us at 909 Third Avenue, New York, NY 10022. (If your client will be contributing stock, ask to have stock transfer instructions sent to you).
  
  As soon as the fund agreement is accepted by us, we will return a fully executed counterpart to you and your client for your records.  

To make a bequest:

• Contact Jane Wilton at 212.686.2563 for language for your client's will for the kind of fund your client is interested in.
  
  
• Insert any missing information, such as fund name and the fund purpose.
  
  
• For funds with a purpose more specific than unrestricted charitable purposes, please discuss that purpose with Jane Wilton before executing your client's will.