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)
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)