CORPORATE DONOR ADVISED FUND INSTRUCTIONS

To establish a Corporate Donor Advised Fund, please send us, via mail or fax, the Corporate Donor Advised Agreement and the Corporate Donor Advised Application. Follow the instructions below for sending your contribution.

Donor Advised Agreement:
- Fill in DAY, MONTH and CORPORATION on the form.
- Insert the name of your fund.
- Sign the agreement.

Donor Advised Application:
- Provide all the requested information about the donor and all the requested information about the Advisor(s).
- Provide the requested information about your contribution (cash, name of issue and number of shares of securities; description of other property).
- Initial to allow Southern Tier West Development Foundation to include the name of your fund in its annual report.

Your Contribution
- If your contribution is cash, please include a check.
- If your contribution includes publicly traded securities, please follow the Securities Transfer Instructions.
- If your contribution includes other property, please contact Southern Tier West Development Foundation for instructions.



 
Southern Tier West Development Foundation
4039 Route 219, Suite 200, Salamanca, NY 14779
716.945.5301 Fax 716.945.5550 Web www.stwdf.org