Steps to Open an Account:

1. Please print and read the entire Prospectus and Application.

To download and view the Prospectus and Application, you must have previously installed a version of Adobe Acrobat Reader. Click below if you wish to download the most current version of Acrobat Reader.  This is a free download.

Link to Adobe Acrobat Reader

2. Mail completed application with check payable to Davlin Philanthropic Fund to:

Davlin Philanthropic Fund
C/O Mutual Shareholder Services
8000 Town Centre Drive - Suite 400
Broadview Heights, OH 44147
           
Please note that the minimum required investments are:
                       
Regular Account Minimum: $2,500 Initial, $100 Subsequent
IRAs Minimums:                    $1,500 Initial, $100 Subsequent

Required Forms:

Prospectus

September 2011 Semi-Annual Report

General Application

IRA  Application

IRA Transfer/Rollover

Change of Charitable Designation Form

Approved Charities List

Application for the Approved Charities List

Statement of Additional Information

XBRL Filing - XBRL Reader Required

Archives

Past performance is not indicative of future performance. Investors should consider the investment objectives, risks, and charges and expenses of investing in the Fund carefully before investing.  The Fund's Prospectus contains this and other information about the Fund.  Prospectuses are available by clicking on the link above or by contacting us toll-free at
1-877-DAVLIN-8 or 1-877-328-5468.  The Prospectus should be read carefully before investing.