Harris Charitable Fund Program - Open a Donor-Advised Fund

	Open a Donor-Advised Fund
	How It Works

	Tips

Home > Open a Donor-Advised Fund

Before you open a donor-advised fund, be sure to

Read our Donor Program Guidelines to become familiar with all the aspects of the Harris Charitable Fund Program; and
Review the Tips for Filling out Your Application

The Harris Charitable Fund Program makes opening a donor-advised fund easy!


	Download a Donor Kit

Mail or fax the completed forms to:

U.S. Mail / Overnight Delivery
Harris Charitable Fund Program
c/o National Philanthropic Trust
165 Township Line Road, Suite 150
Jenkintown, PA 19046
Fax (215) 277-3029

Contact us for more information or to request forms by mail.

Please contact your Harris representative or call the Harris Charitable Fund Program philanthropic professionals at National Philanthropic Trust (NPT) toll-free at 888-344-3454 for more information regarding how to make contributions through the Harris Charitable Fund Program. Charitable contributions through the Harris Charitable Fund Program are irrevocable; they cannot be refunded. All contributions are reviewed and approved by NPT. Contributions that cannot be accepted will be returned promptly after review. Please consult with your own tax advisor regarding your particular situation before contributing to the Harris Charitable Fund Program.

Assets acceptable for contributions through the Harris Charitable Fund Program include cash, publicly traded stocks, bonds and other securities, mutual funds, and certain restricted stock. Gifts of real estate, artwork, closely-held stock, limited liability company or partnership interests may be accepted subject to approval by NPT’s Board of Trustees. Gifting of stock certificates, stocks in street name, real estate, etc., will require specific terms of delivery to assure deductibility.




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	This summary is not intended to be tax or legal advice and cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This summary is being used to support the promotion or marketing of the transactions discussed herein. The taxpayer should consult an independent tax advisor. Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites. Harris ^® is a trade name used by various subsidiary financial service providers of BMO Financial Corp.