JCF Fund Application

The following forms will collect all the information you need to establish your new fund. Please read about our Policies and Procedures and review our fee structure before proceeding with your application.

Note: We have a separate application for fundholders 18 and under (initial contribution $1,800+). Download here. 

What you need to know:

  • The application has 5 steps and will take approximately 8-10 minutes to complete.
  • After submitting the application, you will need to make an irrevocable contribution of at least $5,000 to open your fund and receive a fund number.
  • Along with the application, you will need to complete a Fund Investment Recommendation form.
Step 1:
Fundholder(s) Info
Step 2:
Fund Name & Administration
Step 3:
Your Succession Plan (optional)
Step 4:
Initial Contribution
Step 5:
Final Steps