Fund Investments. The Foundation may select the fund’s initial investment option (continue to next Section). If the above box is not checked, please select one of the following Foundation investment options. % Cash Investment Pool – Seeks little to no risk of principal loss through a combination of money market investments and other highly liquid interest bearing securities with short-term maturities. % Conservative Growth Investment Pool – Primarily seek preservation of assets with significant majority of assets in interest bearing securities of various maturities, remainder in equities. % Moderate Growth Investment Pool – Seek a blend of growth vs capital preservation of assets as well as balanced risk with assets split between equities and interest bearing securities of various maturities. % Aggressive Growth Investment Pool – Primarily seek increased growth in value with significant majority of assets in equities, remainder in interest bearing securities of various maturities. *Total must equal 100% This option is available, but is not required, for funds valued in excess of $250,000: An external investment manager of your choice: Name Firm Email Telephone External investment managers must be approved by the Foundation and must execute an agreement between the manager and the Foundation to serve in this capacity.
Fund Investments. (a) In connection with the deposit of any Fund Investment into the Trust Accounts, such Fund Investment shall be in certificated or physical form and consist of a subscription, participation certificate or other documentation provided by the relevant issuer to represent an ownership interest in such Fund Investments (each, a “Fund Instrument”). It is understood and agreed that where no share or similar certificate has been issued, an originally signed subscription agreement or certified copy of same may serve as a Fund Instrument representing an ownership interest. The Grantor shall deliver any such Fund Investment to the Trustee as part of a document file (a “Fund Document File”) in which it will include the Fund Instrument and any assignments or endorsements in blank in order that the Fund Investment may be negotiated by the Trustee whenever necessary, without the consent of or signature from the Grantor or, except Fund Investments which are NFT Assets, any other Person. In no event shall the Trustee be required to subscribe for, complete, execute and submit any subscription or redemption documentation relating to such Fund Investments.
Fund Investments. Each currently serving Donor Advisor has full investment recommendation privileges over the fund. Please select one or more of the following investment options. The total of all percentages must equal 100%. % Cash Investment Pool – Seeks little to no risk of principal loss through a combination of money market investments and other highly liquid interest bearing securities with short-term maturities. % Conservative Growth Investment Pool – Primarily seek preservation of assets with significant majority of assets in interest bearing securities of various maturities, remainder in equities. % Moderate Growth Investment Pool – Seek a blend of growth vs capital preservation of assets as well as balanced risk with assets split between equities and interest bearing securities of various maturities. % Aggressive Growth Investment Pool – Primarily seek increased growth in value with significant majority of assets in equities, remainder in interest bearing securities of various maturities. For funds valued in excess of $250,000: An external investment manager of your choice: Name Firm Email Telephone External investment managers must be approved by the Foundation and must execute an agreement between the manager and the Foundation to serve in this capacity. Please note that requests to change the investment option of your fund must be made to the Foundation in writing. For detailed information about the composition of these portfolios, please contact us directly. SECTION SIX: Fund Succession Plan You may request that portions of your fund be administered in any or all of the following ways upon the death, incapacity or resignation of the fund’s last acting Donor Advisor by selecting one or more of the following succession options. The total of these* percentages must equal 100%. Transfer advisory privileges of this fund to successor advisor(s) as listed in Section Seven of this agreement ($25,000 minimum required). % of fund value* Create a new designated fund or contribute to an existing designated fund for the benefit of the organization(s) named below ($25,000 minimum per fund required). % of fund value* (the total of the percentages for each designated fund listed below must equal this percentage) Organization New Fund Name Existing Fund Name Percentage Organization New Fund Name Existing Fund Name Percentage Organization New Fund Name Existing Fund Name Percentage Create a new field of interest fund or contribute to an existing field of interest fund ($25,000 m...
Fund Investments. You hereby acknowledge and agree that you have made investments in various funds or co-investment vehicles of the Company and its affiliates as reflected in the applicable fund documents. You hereby acknowledge and agree that any unpaid capital commitments arising in connection with the foregoing investments, as reflected on the books and records of the Company and its affiliates, shall remain in full force and effect, governed by and subject to the terms and conditions of the applicable fund documents.
Fund Investments. Subject to the limitations of applicable law and such further limitations as the Board may establish, each investmentportfolio of the Fund may hold any form of investment that is consistentwith its investmentobjectives. Without limiting the generality of the foregoing, the investmentportfolios may hold equity or debt securities (other than securities issued by any Employer), fixed or variable annuity contracts (includingdeposit administration contracts) issued by life insurance companies, certificates of deposit or fixed rate investment contracts issued by a bank or similar institution, and such short-term instruments or deposits as the Board deems necessary to satisfy the liquidity needs of the Fund. In addition, each investmentportfolio may hold shares, units, or participating interests in regulated investment companies, common or collective trust funds maintained by banks or similar institutions, investment partnerships, or other pooled investmentfunds or trusts that may issue participating interests to Eligible Deferred Compensation Plans. Notwithstanding the foregoing, the Board, in its sole discretion, may also permit Participants to invest in a Self-Managed Account. Amounts invested by a Participant in a Self- Managed Account will be retained within the Plan and a Participant may be required to sell or exchange such investments and/or transfer amounts invested through a Self-Managed Account into one or more Investment Options made available under the Fund before taking a distribution from the Plan. Unlike the Investment Options made available under the Fund, the investments available under the Self-Managed Account are not selected, reviewed, or monitored by the Board. The Board may eliminate the availability of Self-Managed Accounts at any time.
Fund Investments. The Company Stock Investment Fund shall be composed exclusively of investments in Company Stock; provided that, as and to the extent directed to do so by the Benefits Administration Committee from time to time in writing, the Trustee shall maintain a portion of the Company Stock Investment Fund in cash for the purpose of funding transfers out of the Company Stock Investment Fund. The Trustee shall have no discretion to determine whether to hold or sell all or any shares of Company Stock. Any cash held by the Trustee in the Company Stock Investment Fund may be invested in common or collective short term investment funds of the Trustee. The Trustee shall not be required to advance its own funds to make any transfers or distributions.
Fund Investments. Please select one of the following Foundation investment options. % Cash Investment Pool* – Seeks little to no risk of principal loss through a combination of money market investments and other highly liquid interest bearing securities with short-term maturities. % Conservative Growth Investment Pool* – Primarily seek preservation of assets with significant majority of assets in interest bearing securities of various maturities, remainder in equities. % Moderate Growth Investment Pool* – Seek a blend of growth vs capital preservation of assets as well as balanced risk with assets split between equities and interest bearing securities of various maturities. % Aggressive Growth Investment Pool* – Primarily seek increased growth in value with significant majority of assets in equities, remainder in interest bearing securities of various maturities. *Total must equal 100%. For funds valued in excess of $250,000 An external investment manager of your choice: Name Firm Email Telephone External investment managers must be approved by the Foundation and must execute an agreement between the manager and the Foundation to serve in this capacity. Please note that requests to change the investment option of your fund must be made to the Foundation in writing. For detailed information about the composition of these portfolios, please contact us directly. SECTION SIX: Fund Advisors The Fund Advisors shall be the then serving , and of the 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 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 2 Salutation First Name Middle Name/Initial Last Name Suffix Nickname Position with 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 Mail...
Fund Investments. Section 9.13
Fund Investments. (a) The Buyer agrees that each Seller Owner shall, for so long as such Person is an employee of the Company or the Buyer or any of their affiliates, have the opportunity (but not the obligation) to invest in any TB Fund or Buyer Fund on a no-fee, no-carry basis, subject to maximum investment amounts reasonably determined by the Board of Managers of the Company and the Board of Managers of Buyer, respectively, which maximum amounts shall in no event be less than $500,000 per Seller Owner per TB Fund or Buyer Fund, as applicable. Subject to the preceding sentence, the economic and limited liability rights granted to the Seller Owners under any TB Fund agreement (including any agreement of such TB Fund’s general partner, to the extent applicable) shall be pari passu with the other partners, members or shareholders to such agreement. For the avoidance of doubt, the right to invest in any TB Fund and/or Buyer Fund on a no-fee, no-carry basis, as set forth above, shall continue with respect to each such investment for so long as such investment is held by such Seller Owner. As used in this paragraph, each Seller Owner includes his affiliates and estate planning vehicles.
