Endowment Fund

Create your Endowment Fund Agreement after answering the questions below. If you have a problem downloading the agreement, you may contact our Client Services department at 800-858-6127 if you would like an agreement mailed or faxed to you.

 


1. Is a gift of securities or mutual fund shares being made?
 
 
 
2. Is any asset being given from a trust?
 
 
 
3. Are you going to name more than one Charitable Beneficiary as a recipient of the Endowment Fund Income? ($25,000 minimum for each beneficiary)
 
 
       
   


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