Making A Contribution

Making A Contribution

Helping a Donor Make Additional Contributions.

When your client wishes to add to her or his Donor Account, your help may be sought. This is particularly true when the gift of appreciated securities is contemplated. (This is an efficient method of gifting!)

Please log into your Financial Adviser account and select the Donor Account that will receive an additional gift. Once you have selected the Donor Account you will have an opportunity to complete the form, Additional Gifts, online or the download and complete the PDF version.

If your client has not made a recent gift, it may be wise to review the ACGFund Program Description available here.

An ACGFund Giving Associate is always ready to help make the giving experience efficient and satisfying. Please call or e-mail us for help.

Make the Most of Your Client's Giving

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Step By Step

Making subsequent gifts is easy. Just follow these steps:

  • If your client has not reviewed it recently, download and review the ACGFund Program Description
  • Download and complete the ACGFund Additional Gift Agreement
  • If your client wishes to revise the investment strategy, download and complete the ACGFund Investment Allocation form

Later, when your client wishes to request a grant from a Donor Account...

  • Download and complete the ACGFund Grant Request form

An ACGFund associate is always ready to make your giving experience efficient and satisfying. Please call or e-mail us for help.