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210 North Central Avenue

Suite 310

Hartsdale, NY 10530


P: (914) 948 - 5166

F: (914) 948 - 5197

[email protected]



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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.