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. 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 □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (Richmond County) □ Xxxxxxxxx-Xxxxx 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 Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency 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. Affiliation For certain supporting organizations, some restrictions may apply. Please indicate 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 primary Foundation affiliate will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Diversified Long-Term Growth Pool. If you wish to associate your fund with which one of our affiliates, please select from one option below. By doing so, your grant notifications will display the Gift Fund should be associated, if anylogo of the selected affiliate. □ None/unaffiliated (generally associated with the Foundation) □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation Black Philanthropy □ Xxxxxxxxx Xxxxxxxxxxx Library Community Foundation (NC) □ Cleveland County Community Foundation (NC) □ Lancaster County Community Foundation (SC) □ Cabarrus County Community Foundation (NC) □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland Cherokee County Community Foundation (SC) □ Iredell County Community Foundation (NC) □ Lexington Area Community Foundation (NC) □ Lincoln County Community Foundation (NC) □ The Xxxx Foundation (Richmond County, NC) □ Xxxxxxxxx-Xxxxx Community Foundation (NC) □ Stanly County Community Foundation (NC) □ Union County Community Foundation □ Cherokee County Community Foundation □ Lancaster County Community Foundation (NC) □ York County Community Foundation (SC) 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 services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below. □ OtherCustom services approved (FFTC initial) Fundraising The Foundation may, under certain very limited circumstances, agree to provide administrative support for fundraising activities for an Agency Fund. Please refer to the Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Agency Fund established under this Agreement, then prior approval of Foundation Staff and additional documentation are required. If fundraising activities have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below. □ Fundraising approved (FFTC initial) Addenda Please indicate additional addenda attached to this Agreement, if any. Please check the following box if any addenda other than Addendum I – Agency Fund Investment Recommendation Form are attached to this Agreement? 🞎 Additional addenda are attached and listed below: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Charitable Giving Guide The undersigned have received and reviewed the Charitable Giving Guide and agree to the terms thereof. Use of Funds The Foundation will make distributions from the Agency Fund to carry out the charitable purposes of the Agency Fund in accordance with the Code. Requests for charitable grants or distributions from the Agency Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements to any individual for expenditures or to make a grant or distribution for any non- charitable purpose or to any non-charitable entity is generally disallowed by the Code. Representatives wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Representative to an expectation that any such payment would be appropriate. Please refer to the Charitable Giving Guide for more information. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in the Charitable Giving Guide which is incorporated by reference shall apply and the Foundation shall have no liability to any party for carrying out such policy and procedure. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures The undersigned hereby acknowledge that they have read, understand and agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. The undersigned further acknowledge that they are duly authorized by the nonprofit organization to execute and deliver this Agreement and that any necessary corporate action has been taken to grant such authority. SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATE DATE SIGNATURE NAME (please print) ROLE(S) WITH ORGANIZATION DATE

Alternative Distribution Plan. If the Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency 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. Affiliation For certain supporting organizations, some restrictions may apply. Please indicate 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 primary Foundation affiliate will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Diversified Long-Term Growth Pool. If you wish to associate your fund with which one of our affiliates, please select from one option below. By doing so, your grant notifications will display the Gift Fund should be associated, if anylogo of the selected affiliate. □ None/unaffiliated (generally associated with the Foundation) □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation Black Philanthropy □ Xxxxxxxxx Xxxxxxxxxxx Library Community Foundation (NC) □ Cleveland County Community Foundation (NC) □ Lancaster County Community Foundation (SC) □ Cabarrus County Community Foundation (NC) □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland Cherokee County Community Foundation (SC) □ Iredell County Community Foundation (NC) □ Lexington Area Community Foundation (NC) □ Lincoln County Community Foundation (NC) □ The Xxxx Foundation (Richmond County, NC) □ Xxxxxxxxx-Xxxxx Community Foundation (NC) □ Stanly County Community Foundation (NC) □ Union County Community Foundation □ Cherokee County Community Foundation □ Lancaster County Community Foundation (NC) □ York County Community Foundation □ Other(SC) 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 services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below.

Alternative Distribution Plan. If the Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency 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. 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 Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with optional) Our 13 regional affiliates share the Foundation) □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation □ Xxxxxxxxx Xxxxxxxxxxx Library 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 □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (Richmond County) □ Xxxxxxxxx-Xxxxx Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ OtherSupporting 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 services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below.