Common use of Alternative Distribution Plan Clause in Contracts

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 xxx.xxxx.xxx/xxxxx. 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., Xx. Xxxxx X. Smith or Xxx Xxxxx) 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., Xx. Xxxxx X. Smith or Xxx Xxxxx) 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 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 xxx.xxxx.xxx/xxxxx. Fund Advisors Please designate Advisors to the Gift Fund.. Please indicate a preference for whether Advisors should be designated: □ No Advisors – the Foundation should use its exclusive discretion in administering the Gift Fund’s distributions and investments. □ Advisors are designated below: A. Advisor(s). Advisor 1: □ Same as Opening Donor(s) □ Other (provide information below): FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., Xx. Xxxxx X. Smith or Xxx Xxxxx) 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., Xx. Xxxxx X. Smith or Xxx Xxxxx) 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: