Charitable Savings Account Application

All bold fields are required.

Name of Fund: Example - "The John & Mary Smith Family Charitable Foundation"

This foundation type is: (check one) A personal / family account
A company account
A savings account for an employee group, club, or other association
  First: MI: Last:
Your name:
Your email address:
For company or employee group accounts, enter company name and company EIN here:
Company name: EIN:
Please enter a 5-digit numeric personal giver number (PGN) of your choice here:
Use any combination of numbers except 0-0-0-0-0. It must be between 5 and 25 characters long.
Please enter it in twice for verification.   
This number wil be used to verify gift instructions you may make from time to time. Please keep it secure and confidential.
A residence address is required.
Please also submit a business address for company or employee group accounts.
Residence Address:
Address 2:

Business Address:
Address 2:
Please select a payment method and amount to fund your account.
Payment Options:  Amount: $

After you complete this form you will need to log in to add funds to your account. Please note the email address and PGN used on this form.