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.