Below, please find establishing fund documentation for Charitable Checking Funds and grant recommendation forms for all donor directed funds. Fundholders can also recommend grants using the online platform by clicking Log In at the top right of this screen. For assistance logging in or questions about establishing a new fund, please contact us at 502.585.4649. Completed establishing fund documentation can be emailed to Completed grant recommendation forms can be emailed to

Establish Your Own Charitable Checking Fund