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Program Guidelines
Includes important information about policies, procedures and benefits associated with opening and maintaining a DAF at the Harris myCFO Foundation. |
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Gift Agreement
Establishes a program account with an initial gift of $10,000 or more. The Gift Agreement provides information about you, the assets to be contributed, the name or names of the Advisors for the account, Successor Advisors to the account or recommended charitable recipients for the remaining account funds at your death. |
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Letter of Authorization
Required if making gifts of securities or other in-kind assets. |
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Additional Gift Form
Accompanies additional contribution of at least $5,000 to your program account after it has been established. |
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Account Information Update Form
Use this form when you are changing profile information, advisor information and/or investment pool recommendation on your program account. |
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Grant Recommendation Form
Instructs the Foundation of an Advisor's wish to recommend a grant from a program account. |
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