Giving Fund Forms

Prefer to do your giving offline? You can print our forms to start and manage your Giving Fund. Once you’ve completed your forms, send them back to us and we’ll confirm your request with you. You may need to install Adobe Reader in order to view the PDFs. If you have any questions, call us at 800-392-4420.

Open a Giving Fund

TIAA Charitable New Giving Fund Application (306 kb)


Make an additional contribution

If contributing securities, please note you must also fill out and submit a securities transfer form.

TIAA Charitable Giving Fund Additional Contribution Form (220 kb)


Submit a securities transfer form

For contributions of securities, you must submit both an additional contribution form and a securities transfer form. Please note a separate securities transfer form is required for each account from which you are transferring securities.

TIAA Charitable Giving Fund Securities Transfer Form (168 kb)


Make an update to your Giving Fund

Use this form to change the name of your Giving Fund; update your profile or electronic statement preferences; add a donor; add or remove successors and beneficiaries; grant access of your Giving Fund to a financial advisor or recommend an investment reallocation. To remove a donor from your Giving Fund, use the separate Giving Fund donor removal form.

TIAA Charitable Giving Fund Update Form (242 kb)


Remove a donor from your Giving Fund

TIAA Charitable Giving Fund Donor Removal Form (116 kb)


Contributions to the Giving Fund are irrevocable. All recommendations from donors are subject to review and approval by TIAA Charitable.

TIAA Charitable does not provide tax advice. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

TIAA Charitable is the brand name for an independent public charity that maintains a donor-advised fund program. The TIAA name is a registered mark of Teachers Insurance and Annuity Association of America and is used by TIAA Charitable pursuant to a license.

TIAA Charitable, Inc. has been recognized by the Internal Revenue Service as a tax-exempt public charity under Sections 501(c)(3) and 170(b)(1)(A)(vi) of the Internal Revenue Code of 1986, as amended (the “Code”).