In this section, you will find many of the forms you need to manage your giving through NCF.  For the latest performance reports of our Fund investment pools, visit the Investment Reports page of our site. 

After downloading one of the forms below, email, fax, or mail them to NCF at the contact information on the form (or on the "Contact Us" link on the left bar).

Notice about your contributions to NCF:
NCF has exclusive legal control over the assets it receives.  This page may be printed for your records.
Dated:
 
 
General policies and instructions

• NCF Program Guidelines – complete details about giving through NCF
   
• Asset Transfer Instructions – how to contribute gifts to NCF (note: this link is to a Web page in the Individuals & Families section of our site) 

 
Applications and general forms

• NCF Giving Fund Application (PDF Format) – to open a Giving Fund   
  • Or use our online version 
     
• Non-Liquid Asset Donation Form – to provide NCF with key information for your gifts of real estate, business interests, and other non-liquid assets
   
• Investment Portfolio Recommendation – to recommend a change in your investment options.
   
• Authorization to Add or Remove Advisors – to give others access to your Fund information.
   
• NCF Legacy Fund Application – to open a Legacy Fund and to provide testamentary advisement
   
• Supporting Organization Application – to establish a Supporting Organization (SO) through NCF
   
• Designated Fund Agreement – to open a Designated Fund
   
• Single Charity Fund Agreement – to open a Single Charity Fund
   
• Relationship Management Change – to request that your Giving Fund be moved to one of NCF's Affiliates

 
Wire Notification Form

• Wire Notification Form – to notify NCF that you are wiring money to your Fund at NCF
   

Giving Securities

• Letter of Authorization for Stock Transfers – to transfer stock on deposit in your brokerage account. If your shares are held at Computershare, please contact Computershare and request your shares in certificate form. Computershare will send you a certificate, and then use the Certificate Release Request and the Irrevocable Stock Power Form below to transfer your stock certificate to NCF.
   
• Letter of Authorization for Mutual Fund Transfers – to transfer mutual funds to NCF.  Select the institution you're transferring from:
  • Fidelity - this form may also be used to transfer mutual funds if they are held at a firm other than the ones listed. Check with your broker to make sure the mutual funds are transferable. If they are not transferable, contact us at 800.681.6223.
  • Schwab
  • Merrill Lynch
  • TD Ameritrade
  • Oppenheimer
  • Pershing
  • Morgan Keegan
  • Ameriprise
     
• Certificate Release Request – to transfer stock certificate(s) in your physical possession
   
• Irrevocable Stock Power Form (Fidelity Form) – to allow NCF to facilitate the processing of your certificate(s) in the absence of your endorsement on the certificate(s)

Testamentary giving forms

• Testamentary Gift Information – explains the process for naming NCF as the beneficiary in your will/estate 
   
• Giving Fund Succession Plan Letter of Advisement – allows you to recommend to NCF where your NCF Giving Fund balance is distributed upon your death ... (For NCF Legacy Fund testamentary advisement, click on the "Legacy Fund Application" link above.) 
   

Grant recommendation forms

• Domestic Grant Recommendation Form – for grants to U.S.-based charities (though recommending grants is free and fast on our Donor Website)