Resources & Forms | Bay Area Jewish Federation

Use these forms to open and manage your donor-advised fund:

Donor-Advised Fund Agreement

Start here to open a new DAF

Stock Transfer Form

Make a donation of stock to your DAF

Wire Transfer Form

Make a donation to your DAF via wire transfer

Credit Card Donation

Donate to a DAF via credit card

DAF Investment Selection Form

Choose your investment allocation

DAF Grant Recommendation Form

Recommend new grants via mail or email

Additional Interested Parties

Add advisors or grant representatives to your DAF

Successor Advisor and Disposition of Assets

Create a succession plan for your DAF