Forms

All fund activity can be completed online. To access our online platform, click the button below.

Donor Login

If you prefer to complete your activity offline, you can print one of our forms below. Simply click on the form title and then print whichever form you need. Fill out the form and return it to The Signatry using one of the following methods:

Open a Fund

Make Changes to Your Fund

Recommend a Grant to a Charity

Contribute to Your Fund

You can now notify us about a contribution of cash or publicly traded securities using our online Contribution Notification Form. This is a faster, more secure method and is preferred in most cases.

Contribution Notification Form

PDF Contribution Forms

Nonprofit ACH Information

You can now provide ACH information for your nonprofit using an online process. To get started, contact our Nonprofit Success team at [email protected].

PDF Nonprofit ACH Form

Make a Bequest

About Us

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