Donor Guides and Forms

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  1. Donor Guides
  2. Forms
Jan 2025 From the Field Article

Looking for income in 2025? These bond solutions could help

Four bond approaches to help meet different investor needs.
Tax Planning

Bunching Tax Strategy

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Tax Planning

Donating Noncash Assets

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Tax Planning

Charitable Value in Appreciated Assets

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Family Philanthropy

3 Strategies for Family Philanthropy

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Legacy Giving

DAF As A Legacy Giving Tool

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Legacy Giving

Legacy Gift Types

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Charitable Giving Methods

RMDs and Charitable Giving

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Charitable Giving Methods

DAF or Private Foundation

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Forms

Should make copy here really clear that most things can be done online, but just in case they can use forms to do it offline.

Set Up A New Account

Opening an account online is easy. If you prefer paper, use this form.

New Account

Investment Allocation Change

Opening an account online is easy. If you prefer paper, use this form.

Allocation Change

Contribute To An Account

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Asset Transfer Instructions Contribution of Cash Contribution of Mutual Funds or Securities

Address Change

Easily recommend  grant disbursements online. If you prefer paper, use this form.

Address Change

Recommend A Grant Disbursement

Easily recommend  grant disbursements online. If you prefer paper, use this form.

New Account

Donor-Advisor Or Beneficiary Change

Opening an account online is easy. If you prefer paper, use this form.

Donor-Advisor Or Beneficiary Change

Set A Legacy Plan

Opening an account online is easy. If you prefer paper, use this form.

Legacy Plan

FAQs

Find answers to frequently asked questions.

View FAQs

Contact us

By phone, email and fax

1-800-564-1597 Questions@trowepricecharitable.org Fax: 1-800-619-9262

By mail

T. Rowe Price Charitable

P.O. Box 17115

Baltimore, MD 21297 - 1115