Common use of Fund Advisors Clause in Contracts

Fund Advisors. The Fund Advisors shall be the then serving , and of the Charitable Organization. Grant recommendations for the fund and modifications of the selected investment option require approval of (please select one of the two options below): One Fund Advisor. Two Fund Advisors. Fund Advisor 1 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Send Statements: Send Mailings: Mobile Phone To Home To Home Business Phone Preferred Email Address Via Email Via Email To Business To Business Do Not Send Statements Do Not Send Mailings SECTION FIVE CONTINUED: Fund Advisors Fund Advisor 2 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Fund Advisor 3 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address SECTION SIX: Distributions Please select either Non-Endowed or Endowed: Non-Endowed - The fund is fully expendable and intended to be used for current funding needs with no restrictions on the amount of distributions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Endowed - Distributions shall be made in accordance with the Foundation’s applicable spending policy with the intent to ensure a permanent endowment, with the following available optional conditions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Additional distributions may be made to either acquire or renovate a capital asset, meet urgent unexpected financial needs that are unlikely to recur, or for other specific purpose as follows: Grants requested for these purposes are Subject to Not subject to to any minimum fund balance.

Fund Advisors. The Fund Advisors shall be the then serving , and of the Charitable Donor Advisor Organization. Grant recommendations for the fund and modifications of the selected investment option require approval of (please select one of the two options below): One Fund Advisor. Two Fund Advisors. SECTION SIX CONTINUED: Fund Advisors Fund Advisor 1 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Send Statements: Send Mailings: Mobile Phone To Home To Home Business Phone Preferred Email Address Via Email Send Statements: Via Email To Business Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings SECTION FIVE CONTINUED: Fund Advisors Fund Advisor 2 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Fund Advisor 3 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address SECTION SIXSEVEN: Distributions Please select either Non-Endowed or Endowed: Non-Endowed - The fund is fully expendable Acknowledgments and intended to be used for current funding needs with no restrictions on the amount of distributions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Endowed - Distributions shall be made in accordance with the Foundation’s applicable spending policy with the intent to ensure a permanent endowment, with the following available optional conditions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Additional distributions may be made to either acquire or renovate a capital asset, meet urgent unexpected financial needs that are unlikely to recur, or for other specific purpose as follows: Grants requested for these purposes are Subject to Not subject to to any minimum fund balance.Signatures

Fund Advisors. The Fund Advisors shall be the then serving , and of the Charitable Organization. Donor Advisor Organization Grant recommendations for the fund and modifications of the selected investment option require approval of (please select one of the two options below): One Fund Advisor. Two Fund Advisors. SECTION EIGHT CONTINUED: Fund Advisors Fund Advisor 1 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Send Statements: Send Mailings: Mobile Phone To Home To Home Business Phone Preferred Email Address Via Email Send Statements: Via Email To Business Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings SECTION FIVE CONTINUED: Fund Advisors Fund Advisor 2 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Fund Advisor 3 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Donor Advisor Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address SECTION SIXSEVEN: Distributions Please select either Non-Endowed or Endowed: Non-Endowed - The fund is fully expendable Acknowledgments and intended to be used for current funding needs with no restrictions on the amount of distributions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Endowed - Distributions shall be made in accordance with the Foundation’s applicable spending policy with the intent to ensure a permanent endowment, with the following available optional conditions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Additional distributions may be made to either acquire or renovate a capital asset, meet urgent unexpected financial needs that are unlikely to recur, or for other specific purpose as follows: Grants requested for these purposes are Subject to Not subject to to any minimum fund balance.Signatures

Fund Advisors. The Fund Advisors shall be the then serving , and of the Charitable Organization. Grant recommendations for the fund and modifications of the selected investment option require approval of (please select one of the two options below): One Fund Advisor. Two Fund Advisors. SECTION EIGHT CONTINUED: Fund Advisors Fund Advisor 1 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Send Statements: Send Mailings: Mobile Phone To Home To Home Business Phone Preferred Email Address Via Email Send Statements: Via Email To Business Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings SECTION FIVE CONTINUED: Fund Advisors Fund Advisor 2 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Fund Advisor 3 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with Charitable Organization Home Address City State ZIP Business Position Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address Send Statements: Via Email To Home To Business Do Not Send Statements Send Mailings: Via Email To Home To Business Do Not Send Mailings Business Address City State ZIP Home Phone Mobile Phone Business Phone Preferred Email Address SECTION SIXSEVEN: Distributions Please select either Non-Endowed or Endowed: Non-Endowed - The fund is fully expendable Acknowledgments and intended to be used for current funding needs with no restrictions on the amount of distributions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Endowed - Distributions shall be made in accordance with the Foundation’s applicable spending policy with the intent to ensure a permanent endowment, with the following available optional conditions. Check below only if applicable. No distributions shall be made unless the fund balance exceeds $ . Additional distributions may be made to either acquire or renovate a capital asset, meet urgent unexpected financial needs that are unlikely to recur, or for other specific purpose as follows: Grants requested for these purposes are Subject to Not subject to to any minimum fund balance.Signatures