Harris Charitable Fund Program - Forms

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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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