Forms

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Online Platform

Most fund activity, including contributions, grant recommendations, profile updates, and more, can be completed online. To access our online platform, click the button below.

Donor Login
Online Forms

There are many forms to be found online at thesignatry.com. They are listed here for your convenience.

Open a Fund

Donor Advised Fund

Start Application

Contribute to a Fund

Contribution Notification Form
for publicly traded securities

Start Form

Contribute to a Fund

Contribution Notification Form
for wire and ACH transactions

Start Form

Investment Recommendation

Recommend an Alternative Investment for a Donor Advised Fund

Start Form
Offline Forms

If you prefer to complete your activity offline, you can print one of our forms below. Simply click on the “View PDF” button and then print whichever form you need. Fill out the form and return it to The Signatry using one of the Submission Methods listed at the bottom of this page.

Open a Fund

Donor Advised Fund

View PDF

Open a Fund

Designated Fund

View PDF

Make Changes to a Fund

Succession Recommendation

View PDF

Make Changes to a Fund

Fund Information Change

View PDF

Recommend a Grant to Charity

Grant Recommendation

View PDF

Contribute to a Fund

Stock and ACH/Wire Transfers

View PDF

Contribute to a Fund

Checks

View PDF

Make a Bequest

Testamentary Giving

View PDF

Other

The Signatry User Agreement

View
Submission Methods

The following methods are available for submission of offline completed forms.

Mail

The Signatry
7171 W 95th Street, Suite 501
Overland Park, KS 66212

Fax

913-227-0254

Nonprofit ACH Information

Nonprofits can now provide ACH information online for faster, more secure grant delivery. To get started, contact our Nonprofit Success team at nonprofitsuccess@thesignatry.com.

Can’t find what you’re looking for?

Our Donor Care team is ready to answer your questions.