Thank you for your interest in supporting Portfolia Annual Summit. Our team is available to facilitate your contribution. To ensure efficient processing and to provide the appropriate tax receipt or acknowledgment, please complete the form below and we will follow up shortly with detailed instructions.

Please choose the appropriate option for your contribution: *I am an individual or family member making a direct donation or contribution from my donor-advised fund (DAF) or family foundation.I am a financial advisor or legal representative facilitating a charitable contribution on behalf of a client or their DAF or foundation.I represent a corporation or other for-profit organization making a charitable contribution.I represent a foundation or other tax-exempt entity making a grant.I work for a DAF sponsor making a contribution from a donor account.

Foundation Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

Foundation Information

Foundation Name *

Website *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Month

Day

Year

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc.)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is your preferred timeline for completing this gift?

Month

Day

Year

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *

DAF Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

DAF Sponsor Information

DAF Sponsor Name *

Website *

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Client Information

Client Name

Client Email

DAF Account Name *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Month

Day

Year

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is your preferred timeline for completing this gift?

Month

Day

Year

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *