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Download any of the following forms as needed. All documents are in Adobe Acrobat file format (PDF). To download them, you must have the Adobe Acrobat Reader®. It is free and easy to download.
Program Guidelines
Includes important information about policies, procedures and benefits associated with opening and maintaining a DAF under the Harris Charitable Fund Program.
Donor Application
Establishes a Harris Charitable Fund Program donor-advised fund at National Philanthropic Trust (NPT) with an initial gift of $25,000 or more. The Donor Application provides information about you, the assets to be contributed, the name or names of the Advisors for the donor-advised fund, Successor Advisors to the fund or recommended charitable recipients for the remaining donor-advised fund's assets at your death.
Foundations and Companies please use this form
Contribution Agreement
Accompanies the Donor Application and identifies donor and details the initial contribution of $25,000 or more to the donor-advised fund. This form shall accompany all additional contributions of $5,000 or more.
Foundations and Companies please use this form
Letter of Authorization
Required if making gifts of securities or other in-kind assets.
Grant Recommendation Form
Instructs NPT of an Advisor's wish to recommend a grant from a Harris Charitable Fund Program donor-advised fund.
Foundations and Companies please use this form
Donor-advised fund Update Form
Use this form when you are changing profile information, advisor information and/or making an investment pool recommendation on your donor-advised fund.
Foundations and Companies please use this form
How to Make New or Additional Contributions
Outlines the steps to make a new or additional contribution to your donor-advised fund. This includes the forms you need to complete, and the instructions for transferring the asset.
Deadlines for Making Charitable Contributions
A primer that will assist you in making contributions to your donor-advised fund and ensure that NPT can process your contribution by December 31st for your year-end deduction.
Sample Bequest Language
A guide to assist you in drafting language for a bequest in a will or living trust document.
     
 
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