Fund Application

Please do not use your internet browser back/next buttons to navigate through the three parts of the Fund form. Instead, use the back/continue buttons provided at the bottom of each page of the form.

Part 1

Fund Type *

Fund Name *

Contributing Amount *

Organization Name **
Address (Line 1)
Address (Line 2)
City
Province, County, or State
Postal Code
Country
Website

** If you are an individual opening a Donor Advised Fund, please enter the primary contact’s first and last name here.

Primary Advisor

The primary advisor is the first point of contact for CAFAmerica.

Title *
First Name *
Last Name*
Position Title
Same As Organization Address
Address (Line 1)*
Address (Line 2)
City*
Province, County, or State
Postal Code*
Country*
Telephone Number*
Fax Number
Email*
Access Privileges *
Fund advisors have online access based on the option selected. This also determines the ability of advisors to suggest distributions and make other changes to the Fund by request to CAFAmerica staff.
Notes to CAFAmerica Staff

Establish a Fund

Fund Application

Part 1

Application Progress