DTS Foundation Forms

The following forms are in Adobe Acrobat PDF format. In order to view them you need the free downloadable program Acrobat Reader.

Begin Your Estate Plan

Confidential Questionnaire (432 KB)

Gift Annuities

Gift Annuity Application (361 KB)
Deferred Gift Annuity Application (361 KB)

Giving Accounts

Donor Advised Fund Account Establishment Form (357 KB)
Donor Advised Fund Distribution Recommendations (1.57 MB)
Vision Fund Account Establishment(378 KB)
Vision Fund Distribution Instructions (1.46 MB)

Estate Distribution Instructions

Estate Distribution Instructions (single person) (359 KB)
Estate Distribution Instructions (couple) (357 KB)