Open a Business Donor Advised Fund here

We make it easy in 3 short steps that can all be completed online right now.

Get started below:

Instructions (please read before starting):  


1)  Complete TF Donor Advised Fund - Business (DAF) Agreement

2) Fund your DAF

3) Sign your Donor Advised Fund agreement


All 3 steps can be easily completed online, starting on the form below.


OR, you may PRINT a paper agreement and mail in your completed agreement along with your initial deposit.  To print a paper agreement, please click here.


FOR ONLINE SUBMISSION: please complete the  TF Donor Advised Fund Agreement - Business below.  Instructions for completing each section are embedded within the agreement for your reference.  If choosing to fund your DAF via credit or debit card, you will be given the option to immediately fund your new DAF within the online agreement.  If choosing to fund via an alternative method (i.e. check/wire/stock transfer), instructions for initiation of the transfer are provided within the online agreement.  

The 3rd and final step will be signing your Donor Advised Fund Agreement.  As soon as you press "submit" at the end of your correctly completed online agreement, an email will be sent to the email address provided by you within the application.  That email will contain a copy of your Donor Advised Fund Agreement which must be electronically signed and submitted. Simple instructions are included.

PLEASE NOTE: we must receive your completed TF Donor Advised Fund Agreement, you must fund your account, and you must sign your Donor Advised Fund Agreement before your DAF will be opened and established.

View PDF Agreement
View Fee Schedule