MEMBER RESOURCES

I want to….

(forms to download)

Open a Donor-Advised Account

Set up a donor-advised account

Donor-Advised Account Application

Account Terms and Conditions

Program Description

Fee Schedule

Learn about my investment options

Bradley Impact Fund Portfolios

Make a Contribution

Understand when a contribution will be credited to my account

Contribution Timing and Guidelines

Set Up automatic ACH contributions

ACH Contribution Form

Make a Contribution

Contribution Instructions

Make a gift of Mutual Funds

Making Gifts from Mutual Funds

Recommend a Grant

Use the Donor Portal

Quick Start Guide

Recommend a Grant

Grant Recommendation Form

Learn about the Bradley Impact Fund’s grantmaking portfolio

Annual Report

Make a gift to a nonprofit within The Bradley Foundation portfolio

Grant Recipient List

Understand when a nonprofit will receive grant funds

Grant Guidelines

Make Changes to Your Account

Make a change to my investment selection

Investment Change Form

Make a change to my contact information, successor advisors, or interested parties

Account Change Form

Create a Legacy

Understand planned giving with the Bradley Impact Fund

Planned Giving Overview

Planned Giving Prospectus

Estate Commitment Form

Learn about Individually Managed Funds

Open an Individually Managed Fund

Individually Managed Funds - Program Description

Investment Alliance Policy

Individually Managed Funds Investment Authorization Form

Asset Allocation Preference Form