Donor Signature. The Miami Foundation Signature Date PRIMARY CONTACT INFORMATION First Name Last Name Title/Company Name City State Zip code Preferred Phone Preferred Phone Type Email Address Date of Birth Preferred Mailing Address ADDITIONAL CONTACT INFORMATION
Donor Signature. Signature of Donor Date Printed Name of Donor Signature of Donor (if more than one person is donor) Date Printed Name of Donor
Donor Signature. The Miami Foundation Signature Date PRIMARY CONTACT INFORMATION Donor: Individual has full advisory privileges, e.g. selection of grantees, investment recommendations, naming of Successor Advisors and other Fund administration advisory privileges. First Name Last Name Title/Company Name Preferred Mailing Address City State Zip code Preferred Phone Preferred Phone Type Email Address Date of Birth ADDITIONAL CONTACT INFORMATION Donor: Individual has full advisory privileges, e.g. selection of grantees, investment recommendations, naming of Successor Advisors and other Fund administration advisory privileges. Secondary Fund Advisor: Individual has full advisory privileges over grant recommendations Fund Representative: Individual has access to basic Fund information, e.g. gift and grant history and balance. First Name Last Name Title/ Company Name Preferred Mailing Address City State Zip code Preferred Phone Preferred Phone Type Email Address Date of Birth Relationship to Primary Fund Advisor DONOR ADVISED FUND SUCCESSOR ELECTION I do not wish to name Successor Advisor(s) at this time. I wish to name the following individual(s) as Successor Advisors: First Name Last Name First Name Last Name Title/ Company Name Title/ Company Name Preferred Mailing Address Preferred Mailing Address City State Zip code City State Zip code Preferred Phone Preferred Phone Type Preferred Phone Preferred Phone Type Email Address Email Address Date of Birth Date of Birth REFERRAL INFORMATION My Professional Advisor Name Title/ Company Name Preferred Phone Email Address Name The Miami Foundation newsletter, annual report or other publication The Miami Foundation website Family/friend Name Foundation employee Other FUND CREATION Check made payable to The Miami Foundation Publicly Traded Securities Privately Held Securities Restricted Securities Wire Transfer Other - Please describe (credit card, personal property, real estate, testamentary, etc. Would you like to support the Foundation’s Community Endowment Fund? FUND PERMANENCE I would like my Fund to be able to make grant distributions from the entire balance I would like my Fund to be permanent and limit the amount available for grantmaking to: The spending policy of the Foundation (4%) of the average balance; or
Donor Signature. The Miami Foundation Signature Date RECOMMENDED INVESTMENT STRATEGY for the
Donor Signature. Signature Date
Donor Signature. Date: In witness whereof, the parties to this Agreement have affixed their signatures:
