This form gathers basic information about you and walks you through basic choices in the creation of your donor-advised fund with the Jewish Community Foundation of Greater Seattle, a program of the Jewish Federation of Greater Seattle. Our goal is to ensure that the fund is meeting your philanthropic goals. We will use your responses to create a draft donor-advised fund agreement for review by you and your professional advisor/s. The information you provide in this form is secure and confidential.

If you have any questions regarding this form, please do not hesitate to contact Emilia Picklesimer, Foundation Operations Specialist, at EmiliaP@JewishInSeattle.org or 206-774-2218