Helpful Forms To Get You Started
Open or Revise a Fund Forms
- Open a Donor Advised Fund
- Designate A Successor To Your Donor Advised Fund
- Open an Endowment Fund
- Open an Advised Endowment Fund
Donate or Distribute Forms
*Please Note: The Jewish Community Foundation of the West reserves the right to charge a fee to process any contributions that are not to a fund held at the Foundation. The fee for these “pass-through” transactions will be assessed at 2%, with a minimum of $180.00
- Account Management Policy
- Distribution Policy
- Endowment Spending Policy
- Gift Acceptance Policy
Organizational Fund Forms
- Create an Organizational Advised Fund/Revise Authorized Signers.
- Contact us for more information regarding Organizational Endowment Funds.
If you have additional questions, please contact us.