How to Submit a Donor Advised Fund Request?
There are two ways that the requests maybe submitted:
We are no longer permitted to accept requests that are not signed by the Donor therefore we can no longer accept Donor Advised Fund requests via telephone.
Please make sure to fill out the form completely and clearly and include your signature (requests that are not signed cannot be processed.) Incomplete information will cause a delay in payment. These forms can be printed from our website here, picked up at the JCBA, or requested via email to email@example.com and a form will be emailed to you.
Please note that distributions are permitted only to non-profit organizations granted a 501(c)3 status by the IRS. Tax exempt status will be verified before your donation is mailed. If you have the charitable organization’s Federal Tax ID Number, please provide it on the check request form to expedite your payment.
Please contact Julie at 330-835-0005 with any questions or concerns.