For your convenience, we’ve provided some sample forms and fund agreement language. Please contact Donna Banks, at (914) 948-5166, x4, or [email protected], or Laura Rossi at (914) 948-5166 x3 or [email protected] to help finalize the appropriate language and agreement. We want to make sure your intent is accurately reflected in your gift.

Contact Us

210 North Central Avenue

Suite 310

Hartsdale, NY 10530


P: (914) 948 - 5166

F: (914) 948 - 5197

[email protected]



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