CALL OUR OFFICE 800.747.5564

OPEN DONOR-ADVISED FUND

CREATE Donor-Advised Fund LOGIN

Upon submission of this information, you will receive an email to access the donor-advised fund application.

Name

Email/Username

Password

Confirm Password

HERE’S WHAT YOU WILL NEED:

Before starting your donor-advised fund application, you’ll want to have the following information available:

— Permanent U.S. resident address, social security number, date of birth and contact information for each named Donor Advisor and Individual Successor

— A name for the donor-advised fund

— Funding information for the assets you elect to contribute to your fund

— A succession strategy for your donor-advised fund and the Employer Identification Number (EIN) for each named Charitable Organization Successor

— HighGround’s Donor-Advised Fund Program Guide

To open a donor-advised fund, a minimum, irrevocable contribution of $1,000 is required. Additionally, a signature from each named Donor Advisor will be required once your application is approved.

WE’RE HERE TO HELP:

Should you desire assistance during the application process, our Communications & Donor-Advised Fund Program Manager is ready to serve you:

Katie Warren
214.978.3303
katie.warren@highgroundadvisors.org or
dafs@highgroundadvisors.org

Highground Advisors
1717 Main Street, Suite 1400
Dallas, Texas 75201-4622
214.978.3300 | 800.747.5564

1717 MAIN STREET, SUITE 1400
DALLAS, TEXAS 75201-4622

PHONE: 214.978.3300 | 800.747.5564
FAX: 214.978.3397