Creating a Donor-Advised Fund at The Trust
Since 1924, The New York Community Trust and its Long Island and Westchester divisions have helped caring New Yorkers become informed philanthropists. We look forward to welcoming you to our donor community.
- Click the button below to complete the Donor-Advised Fund form. (Alternatively, you can click here to download a copy of the form and return it to us.)
- After submitting the form, each fund founder will be prompted to sign the fund agreement letter.
- Once the fund agreement letter is accepted by us, we will send you instructions for your initial contribution ($5,000 minimum), investment options, and log-in information to our easy-to-use online donor portal so you can begin making grant suggestions.
Please read our Donor-Advised Fund Policies and Guidelines carefully before proceeding.
If you have any questions, or would like assistance, please feel free to contact
Gay Young at gy@nyct-cfi.org or John Oddy at jjo@nyct-cfi.org or call us at (212) 686-0010.
