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 Giving Fund application (312 kb)


Make an update to your Giving Fund

Use this form to change the name of your Giving Fund; update your profile or communications preferences; add or remove donors, successors and beneficiaries; grant access of your Giving Fund to a financial advisor or recommend an investment reallocation.

Giving Fund update form (274 kb)


Contribute to your Giving Fund

Additional contribution form (229 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 of America and is used by TIAA Charitable pursuant to a license.