Forms & Documents for Advisors

Below please find a list of documents designed to provide you and your clients with details to inform and facilitate philanthropic giving through ACT. 

Financial Advisors' Handbook

Comparison Chart

Sample Bequest Language

ACT's Leave a Legacy Brochure

To make a gift of stock, please call the ACT office at 518-523-9904 and we will gladly send you the DTC transfer instructions.