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DONOR RESOURCES

Maximize your strategic philanthropic investing with the Bradley Impact Fund using these forms and documents.

At the Bradley Impact Fund, we’re committed to making your giving simple and convenient. Below is quick access to frequently requested forms and documents, and here is a link to our Frequently Asked Questions page. If you don’t find what you need here or in the Donor Portal, please give us a call at 414-291-2500 or contact us online. Our professional staff is always happy to provide the information and service you need to make the most of your Personal Giving Account.

Frequently Requested Forms

I want to….
(forms to download)
End of Year Deadlines

Ensure charitable activity intended for 2020 is completed in time

2020 EoY Granting Guidelines

Open a Personal Giving Account

Set up a personal giving account

PGA Account Application

Account Terms and Conditions

Program Description

Fee Schedule

Learn about my investment options

Bradley Impact Fund Portfolios

Make a Contribution

Use the Donor Portal

Quick Start Guide

Understand when a contribution will be credited to my account

Contribution Timing and Guidelines

Set Up automatic ACH contributions

ACH Contribution Form

Recommend a Grant

Use the Donor Portal

Quick Start Guide

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 year-end grant recommendations

2020 EoY Granting Guidelines

Make Changes to Your Account

Make a change to my investment selection

Investment Change Form

Create a Legacy

Understand planned giving with the Bradley Impact Fund

Planned Giving Overview

Planned Giving Prospectus

Estate Commitment Form

Ready to join today?

Contact us today at 414-291-2500 or click here to get started.