Completing this form will help the AAF staff understand your charitable goals and will accelerate the set up of your fund. This form takes approximately 20 minutes to complete. Please note that there is no “save” option. You will need the following information:
- Fund Advisor Contact Information (including and optional Alternate Advisor)
- Fund Name
- Succession Plan
- Type of assets you will be gifting to your fund
- Whether the fund is endowed or expendable
