Your Client's First Gift

Your Client's First Gift

A legacy of giving starts when a Donor Account is created.

ACGFund is ready to help your client.

Many clients rely upon their financial adviser to prepare the ACGFund Donor Account Application.

Let's get started. The first step is to download the ACGFund Program Description available here.

Once you are familiar with the ACGFund program, please complete the ACGFund New Donor Account Application on behalf of your client.


One last step: after you receive the email with credentials for your Financial Adviser’s account, you can log into your account, select a Donor Account, complete an ACGFund Investment Allocation form and other tasks. 

Need help? We are available at 877-677-ACGF. Or, send an email, nrs_acgfund@nrstpa.com, and we will be there to help.

Make the Most of Your Client's Giving

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Step By Step

Making the first contribution and setting up an ACGFund Donor Account is easy. Just follow these steps:

  • Download and review the ACGFund Program Description
  • Download and complete the ACGFund New Account Application 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 help make the giving experience efficient and satisfying. Please call or e-mail us for help.