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Fund Holder Update
Fund Advisor Contact Information

Fund Holder

Name
Name
First
Last
Do you have a Partner or Spouse?
Name
Name
First
Last

Contact Information

Address
Address
Street Address
Street Address Line 2
City
State/Province
Zip/Postal
Type
Type
Preferred Method of Contact
Do you have a seasonal address?
Season
Address
Address
Street Address
Street Address Line 2
City
State/Province
Zip/Postal

Employment Information

Are you currently:
Address
Address
Street Address
Street Address Line 2
City
State/Province
Zip/Postal

Giving Interests

Please indicate below which areas you are interesting in supporting or learning more about.
Areas of Interest

Fund Continuity

Do you have a successor advisor for your fund?
Successor Advisor 1
Successor Advisor 1
First
Last
Do you have a second successor advisor?
Successor Advisor 2
Successor Advisor 2
First
Last
Is the Mankato Area Foundation included in your estate plans?
Would you like more information on planned giving and estate planning?

Who We Are


Since 1974, the Mankato Area Foundation has been dedicated to building a community of individuals that believe in the strength of giving. We continue today to shape Greater Mankato through connecting acts of giving with our community’s needs.

Location

Shared Spaces Philanthropy Center
212 E Walnut Street, Suite 1
Mankato, MN 56001
507-389-4583
Info@MankatoAreaFoundation.com

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