Fund Application Form
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A donor advised fund allows Truepoint clients the tax benefits of charitable giving while allowing them to make grants to their favorite charities over time. To open a fund for your client, simply complete this form, which should take 5-10 minutes. Upon receipt of your application, Greater Cincinnati Foundation staff will contact you to finalize your client’s new fund agreement and discuss next steps. |
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Once reviewed and approved, applications and agreements received in good order will be opened typically within 2 business days.
Once your client’s fund is established, they will be contacted by a GCF philanthropic advisor to schedule a Welcome Meeting to introduce them to GCF.
Connect
Michele Carey, CAP®
Director of Professional
Advisor Relations
513-768-6171
michele.carey@gcfdn.org