Donor Advised Fund Application

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New Fund Information

By starting a Donor Advised Fund at the Minneapolis Foundation, you will be agreeing to the Donor Advised Fund Policies of the Minneapolis Foundation. The first step in starting a Fund at the Minneapolis Foundation is filling out this application. After submitting, a Philanthropic Advisor will be in touch with you to finalize the Fund opening process and asset transfer information.

Name of Donor Advised Fund:

Name may not use the word “foundation”, and is subject to Minneapolis Foundation approval. Example: “Smith Fund” or “Smith Family Fund”

First Name:

Last Name:

Date of Birth:

Email:

Please provide your complete address:

Start typing in this box to find your address, or type in manually your street address.

Apartment/Unit

City

State

Zip Code

Country:

Mobile Phone

Please enter numbers only (no punctuation)

Home Phone

Please enter numbers only (no punctuation)

Work Phone

Please enter numbers only (no punctuation)

Would you like to add another Primary Advisor to this Fund?

Primary Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add a another Primary Advisor to this Fund?

Primary Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add a another Primary Advisor to this Fund?

Primary Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add another Primary Advisor to this Fund?

Primary Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

The fiduciaries named in your estate plan do not have authority over your Donor Advised Fund. We recommend that you name a Successor Advisor for your Donor Advised Fund to carry forward your charitable legacy. Alternatively, you may name a charity to receive the balance of your Donor Advised Fund at the end of the investment term and later change your elections with your Philanthropic Advisor after account opening.

Would you like to add another Successor Advisor to this Fund?

Successor Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add a another Successor Advisor to this Fund?

Successor Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add a another Successor Advisor to this Fund?

Successor Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

Would you like to add another Successor Advisor to this Fund?

Successor Advisor:

First Name

Last Name

Full Address

Email Address

Date of Birth

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The demographic questions below help us better understand and serve our community of donors as we strive to cultivate diverse partnerships. Responses are optional.

Please select the option that represents how you describe yourself:

What is your Race/Ethnicity?

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Please indicate how you plan to make your establishing contributions to the fund. We will follow up with instructions including wire and ACH details as needed. Check all that apply:

Please describe other contributions:

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Thank you for your interest in creating a Donor Advised Fund at the Minneapolis Foundation!

Please review your information and use the "Previous Page" button on the bottom of the form to make any changes. By selecting the “Submit” button below you are agreeing to the Donor Advised Fund Policies of the Minneapolis Foundation. A Philanthropic Advisor at the Minneapolis Foundation will be in touch soon to discuss next steps in getting your Donor Advised Fund established.