Applications and Forms

Donor Advised Fund (DAF) Grant Request

For individuals who have setup their own DAF, please find a downloadable, fillable form below which needs to be submitted to Legacy Endowment by completing, printing out and signing, and then scanning and emailing or mailing to the contact information listed at the top of the form. It will take ten (10) business days to complete our review and if approved, the grant will be submitted shortly to the organization you have recommended. Instructions are also included below the form for signing electronically and saving the form. Then you can email us the form at [email protected]

Online DAF Form
Download fillable or printable PDF DAF Form

Requirements to submit a DAF grant request

Request is for a minimum of $250.00 and above

Registered as a non-profit on the site with a 900 or 990EZ submission within past two years

Grant recommendation does not support fraternal or political purposed organization

The grant does not underwrite the cost of advertising, sponsorships, tickets, galas, auctions, auction items, or fundraising events that directly benefits the Requestor. 

The grant is not intended to cover membership costs unless the receiving organization can confirm that its membership fee is 100% tax deductible

The grant is not to be used the benefit any family member of the Requestor and is not earmarked to benefit any specifically designated individual

The receiving organizations is not a private, non-operating foundation

Community Fund Application

Legacy’s Board of Directors has the ability to approve special, out-of-cycle grants to nonprofit organizations as a way to assist with challenging circumstances, unique projects, and/or to help provide humanitarian relief. Please download the Community Fund Application which will guide development professionals and grant writers in preparing application submissions. Please note, Legacy is unable at this time to support any types of Sponsorship opportunities, therefore, grant applications that include sponsorships do not qualify.

Download Community Fund Application