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 irs.gov 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


Starting in March 2020, Legacy’s Board of Directors began approving out-of-cycle grants for nonprofit organizations that were in great need of additional funds to help respond to the challenges faced in delivering programs and services when adjusting to the impact of the COVID-19 pandemic. The Community Fund continues to similarly award grants as the virus mutations have continued to affect community health and nonprofits have had to pivot in order to continue the delivery of vitally needed programs and services. Please download the Community Fund Application which will guide development professionals and grant writers in preparing application submissions.


Download Community Fund Application