Open a Donor-Advised Fund (DAF)

Name of Fund

Primary Advisor First & Last Name

Primary Advisor Email Address

Primary Advisor Mobile Phone Number

Secondary Advisor First & Last Name (If Applicable)

Secondary Advisor Email Address (If Applicable)

Secondary Advisor Mobile Phone Number (If Applicable)

Recommend an Investment Option

Add a Successor Advisor

Add a Charitable Beneficiary

Successor Advisor First & Last Name

Successor Advisor Email Address

Successor Advisor Phone Number

Charity Name

Charity EIN

Acceptance

Yes, I would like to be kept informed of the latest news. Please subscribe me to the mailing list. I understand I can unsubscribe at anytime.

Terms & Conditions

By submitting this form, I confirm that I have read the FaithWise Donor-Advised Fund Guide and agree to its terms and conditions. I understand that for my contribution to qualify as an income tax deduction, my gift must be irrevocable and fully transferred to FaithWise Charitable. I also understand that any recommendations I make regarding my donor-advised fund are advisory only, and that FaithWise Charitable has final authority over all decisions.