Make an addition to an existing endowment fund
(no minimum)

Create your Endowment Fund Addition Form after answering the questions below. If you have a problem downloading, you may need the latest version of Adobe Acrobat Reader. You may also contact our Client Services department at 800-858-6127 to have a form faxed or mailed to you.

 


1. Is a gift of securities or mutual fund shares being made?
 
 
2. Is any asset being gifted from a trust?
 
 
3. Are you going to name more than one endowment fund beneficiary?
 
       
   


Thank you for giving us the opportunity to be of service to you.