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DCF Charitable Partners Application Form

Step 1 of 8

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  • Please complete the following application to become a Charitable Partner of the DCF. Your application will be reviewed for approval by the DCF Investment Committee, and you will be notified within 30 days. Approved partners will be listed on our website.

    We recommend reviewing How the Charitable Partner Program Works and all questions on the application before beginning. You will have the option at any time to save and continue the application later.

     

  • Contact Information

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  • Organization

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  • Team

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  • Investment Policy Development

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  • Manager Selection

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  • Performance Measurement

  • Drop files here or
    Accepted file types: pdf, doc, docx, jpg, jpeg, gif, tiff, xls, xlsx.
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  • Fees

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  • Community Involvement

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DCF Charitable Partners

Paul L. Bechly, Financial Advisor, Morgan Stanley

Daniels & Tansey

Brian Davis, Financial Advisor, Morgan Stanley

Garrett Hadley, Financial Advisor, Morgan Stanley

Charles Mitchell, Financial Advisor, Morgan Stanley

Duene Oaks, SEI

Robert Pennartz, The Financial House

Peni Warren, Merrill Lynch

The Hart Group/Jennifer Wick, Merrill Lynch

Charitable Partner Benefits

Benefits to You

• Continue to manage and earn fees on assets your clients donate to the DCF.
• Maintain strong client relationships.
• Add philanthropic advice to your offering.
• Get help facilitating donations of non-cash assets, bequests and other complex gifts.
• Ensure your clients’ charitable giving aligns with their other financial goals.

Benefits to Your Clients

• Immediate tax advantages.
• Highly personalized service from people who are passionate about Delaware.
• Access to expertise and relationships to maximize the impact of their charitable giving in Delaware and around the world.
• A place in our community of givers, including opportunities to learn about community needs and how to help improve the lives of others.
• Continue to benefit from your trusted advice.

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