Donor Advised Fund New Account Application

Donor Advised Fund New Account Application — Form Fields

This finance template includes 10 fields. Apply to open a new donor-advised fund account for tax-advantaged charitable giving. Free to customize and use on ZenBuild.

• Donor Full Name (text, required)
• Email (email, required)
• Phone Number (text, required)
• Mailing Address (text, required)
• Initial Contribution Type (dropdown selection, required) — options: Cash, Publicly Traded Securities, Closely Held Stock, Real Estate, Cryptocurrency, Other
• Approximate Initial Contribution ($) (number, required)
• Preferred DAF Account Name (text, required)
• Investment Option for Ungranted Funds (dropdown selection, required) — options: Conservative, Balanced, Growth, Aggressive, Socially Responsible
• Primary Charitable Focus Areas (text, optional)
• Want Co-Advisor on Account? (multiple choice, required) — options: Yes, No