Please click on the desired form below, and complete the necessary information:

COP Offering Circular
Please read this in its entirety before submitting a COP Application

COP Application - Individual

 Payable On Death (P.O.D.) - Individual COP (optional addendum for Individual COP investments)

COP Application - Joint/Spouses

Payable On Death (P.O.D.) - Joint/Spouses COP (optional addendum for Joint/Spouses COP investments)

 Donor Advised Fund

Investment Agreement

Portfolio Selection Form-Standard

Portfolio Selection Form-Custom

Signature Authorization Card