for Donor Advised Fund holders
When you wish to make a grant to an eligible nonprofit organization from your Donor Advised Fund, use this form to designate gift amount and the charitable purpose of your grant. Please note: Grant Recommendation Forms are due in the office by the first Friday of each month.
QUARTERLY FUND STATEMENTS
These mailed statements provide your fund balance, the portion of funds available to distribute or grant to a nonprofit organization, and any grant-ready funds that have rolled back into your fund (grant-ready funds not previously distributed). If you have any question about your fund statement, please contact Sally Hermann.
Change is a part of life. If you'd like to consider other ways to contribute to the quality of life in the St. Croix Valley, feel free to give us a call. There are many philanthropic pathways that could meet your needs today or in the future.
Margi Miller would be happy to talk with you about options.