Form Library

Gift Forms
Need guidance on structuring lifetime and testamentary gifts to the Foundation? Want to know how to establish different types of funds at the Foundation?

In consultation with our staff, you can adapt these gift forms and transfer instructions to suit your purposes and your client's particular needs.

• Identifying the Purpose of Your Client's Fund
• Gifts by Will to the Foundation
• Lifetime Gifts to the Foundation: 
  • Unrestricted Fund
  • Donor-Advised Fund (2 donors)
  • Preference Fund
  • Field of Interest Fund
  • Designated Fund
  • Scholarship Fund Program:
    • Fund agreement
    • Memorandum of understanding

Transfer Instructions
To transfer securities to the Hartford Foundation, please contact Donna Roseman David (droseman@hfpg.org or 860-548-1888) for specific transfer instructions.