Alternative Distribution Plan Clause Samples
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement.
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Fund Advisors Please designate Advisors to the Gift Fund.
A. Advisor(s).
Advisor 1: □ Same as Opening Donor(s) □ Other (provide information below): FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., ▇▇. ▇▇▇▇▇ ▇. Smith or ▇▇▇ ▇▇▇▇▇) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., ▇▇. ▇▇▇▇▇ ▇. Smith or ▇▇▇ ▇▇▇▇▇) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business
B. Online Access to the Gift Fund Choose one level of authority, as defined above:
Alternative Distribution Plan. If the Agency wishes to specify a plan for making distributions from the Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and furnish an outline of it as an addendum to this Agreement.
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Scholarship Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Scholarship Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Scholarship Information Please provide detailed information to guide the Scholarship Committee in its grants from the Scholarship Fund. The Internal Revenue Code (the “Code”) requires that all grants from the Scholarship Fund are awarded on an objective and nondiscriminatory basis and that the Scholarship Fund’s procedures for awarding such grants be consistent with traditional scholarship requirements and principles as described in the Code. Please refer to The Charitable Giving Guide for more information. (please initial) I have received and reviewed a copy of The Charitable Giving Guide outlining the Scholarship Polices and Procedures With these Code requirements in mind, please provide general guidelines as to how the scholarships to be granted by the Scholarship Fund should be awarded.
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation □ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Library Foundation □ Cabarrus County Community Foundation □ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The ▇▇▇▇ Foundation (Richmond County) □ ▇▇▇▇▇▇▇▇▇-▇▇▇▇▇ Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ Other
Alternative Distribution Plan. If the Agency wishes to specify a plan for making distributions from the Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. For certain supporting organizations, some restrictions may apply. Please inquire for more information. Please complete and sign Addendum I – Agency Fund Investment Recommendation Form – to select an investment pool. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Diversified Long-Term Growth Pool. Regional Affiliation (optional) Our 13 regional affiliates share the Foundation's vision to inspire philanthropy and strengthen their unique communities. Please select an option below if want to associate your fund with a regional affiliate. □ Cabarrus County Community Foundation □ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The ▇▇▇▇ Foundation (Richmond County) □ ▇▇▇▇▇▇▇▇▇-▇▇▇▇▇ Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation Supporting Organizations Please indicate if your Agency Fund is associated with one of FFTC’s Supporting Organizations. Although this is not common, if your fund is affliated with one of FFTC’s Supporting Organizations, please name and discuss with the Philanthropic Advancement Team to ensure a complete understanding of any differences in distribution, investment or other administrative policies. Custom Services Custom philanthropic services are specifically designed services including board or committee management, consultation, grant program facilitation, and more. Please discuss with the Foundation’s Philanthropic Advancement Team and attach an addendum listing the agreed custom servi...
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Scholarship Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Scholarship Information Please provide detailed information to guide the Scholarship Committee in its grants from the Scholarship Fund. The Internal Revenue Code (the “Code”) requires that all grants from the Scholarship Fund are awarded on an objective and nondiscriminatory basis and that the Scholarship Fund’s procedures for awarding such grants be consistent with traditional scholarship requirements and principles as described in the Code. Please refer to the Charitable Giving Guide for more information. (please initial) I have received and reviewed an electronic copy of the Charitable Giving Guide outlining the Scholarship Polices and Procedures With these Code requirements in mind, please provide general guidelines as to how the scholarships to be granted by the Scholarship Fund should be awarded.
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Referral Who referred you to Foundation For The Carolinas? Referral Source: Street City State Zip Code Email: Phone Number: Fund Advisors Please designate Advisors to the Gift Fund.
A. Advisor(s).
Alternative Distribution Plan. If the Agency wishes to specify a plan for making distributions from the Agency Fund other than the Spendable Amount as described above, please discuss the plan with FFTC staff and furnish an outline of it as an addendum to this Agreement. Investments The Trust is pleased to offer a variety of investment pools for Agency Funds. All investment pools are reviewed by the Trust’s Investment Committee. The Trust offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For information on investment pool descriptions and performance, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇. Service Levels Please indicate the service level that you choose for the Agency Fund. Which of FFTC’s service levels should apply to the Agency Fund: □ Standard – Please refer to The Charitable Giving Guide for more information.
Alternative Distribution Plan. If the Agency wishes to specify a plan for making distributions from the Agency Fund other than the Spendable Amount as described above, please discuss the plan with FFTC staff and furnish an outline of it as an addendum to this Agreement.