Go to Resources Library Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit Exclusive Access Please log in to view this content. Not a Member? Join IPA and stand with those strengthening Indiana through philanthropy. You must have JavaScript enabled to use this form. Email * Enter your email address. Password * Enter the password that accompanies your email address. Templates + Samples July 2025 Ready-to-use letter that members can send to financial institutions when responding to requests for personally identifying information. Find More by Topic(s) Fund Management Legal + Regulatory
Go to Resources Library Protecting Nonprofit Privacy in Beneficiary Claims: Charitable Beneficiary Affidavit