Investment Pool Selection Sample Clauses

Investment Pool Selection. Please select one of the following investment pools based on the anticipated needs for the Company’s Agency Fund: Investment Pool: Anticipated Distribution Horizon: □ Liquid Reserves Less than 2 years □ Low Duration Fixed Income Less than 2 years □ Income & Growth 2 – 10 years □ Passive Long-Term Growth More than 10 years □ ESG Long-Term Growth More than 10 years □ Active Long-Term Growth More than 10 years □ Diversified Long-Term Growth* More than 10 years *Restrictions on withdrawals apply depending upon the fund balance. Less than $1M – available within 90 days; $1M to $5M – 80% available within 90 days, remainder within one year; and greater than $5M, please contact relationship manager for details. Affiliation (optional) If you wish to associate the Agency Fund with one of our affiliates, please select an option below. □ Foundation For Black Philanthropy □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cherokee County Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lancaster 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 □ York County Community Foundation Supporting Organizations Please indicate if the Company’s Agency Fund is associated with one of FFTC’s Supporting Organizations. Although this is not common, if the Company’s Agency 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 prior to execution of this Agreement if custom services are required 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. □ Custom services approved (FFTC initial) Online Donation Page Please indicate if the Company would like to set up an online donation page on FFTC’...
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Related to Investment Pool Selection

  • Panel Selection 1. The Parties shall apply the following procedures in selecting a Panel: (a) the Panel shall comprise 3 members; (b) within 15 days following the date of the establishment of the Panel, each Party shall nominate a Panelist; (c) the Parties shall endeavor

  • Shift Selection In multiple shift operations, employees within each classification shall have a right to select their work shift on the basis of their seniority within a bureau or division thereof and competing only with employees covered under this agreement on the following basis:

  • Qualified HSA Funding Distribution If you are eligible to contribute to a health savings account (HSA), you may be eligible to take a one-time tax-free HSA funding distribution from your IRA and directly deposit it to your HSA. The amount of the qualified HSA funding distribution may not exceed the maximum HSA contribution limit in effect for the type of high deductible health plan coverage (i.e., single or family coverage) that you have at the time of the deposit, and counts toward your HSA contribution limit for that year. For further detailed information, you may wish to obtain IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans.

  • Sponsored, Closely Held Investment Vehicle An Estonian Financial Institution satisfying the following requirements:

  • Textbook Selection Textbook committees composed of teachers, principals, and the assistant superintendent shall review textbooks and shall make recommendations to the administrative team for consideration. Final selection shall be left to the Board of Education or its authorized representatives.

  • Investment of Account Assets a. All contributions to the custodial account shall be invested in the shares of the Provident Trust Mutual Funds, Inc. or, if available, any other series of Provident Trust Mutual Funds, Inc. or other regulated investment companies for which Provident Trust Company serves as Investment Advisor or designates as being eligible for investment. Shares of stock of an Investment Company shall be referred to as “Investment Company Shares”. To the extent that two or more funds are available for investment, contributions shall be invested in accordance with the depositor’s investment election.

  • Project-Related Investments The term “investment” or “invest” as used herein shall include not only investments made by the Company and any Sponsor Affiliates, but also to the fullest extent permitted by law, those investments made by or for the benefit of the Company or any Sponsor Affiliate with respect to the Project through federal, state, or local grants, to the extent such investments are subject to ad valorem taxes or FILOT payments by the Company. [End of Article I] ARTICLE II

  • Reportable Account 3. If the entity Account Holder is: (i) a U.S. Person that is not a Specified U.S. Person; (ii) subject to subparagraph C.4 of this section, an Irish Financial Institution or other Partner Jurisdiction Financial Institution; (iii) a participating FFI, a deemed-compliant FFI, an exempt beneficial owner, or an excepted FFI, as those terms are defined in relevant U.S. Treasury Regulations; (iv) an Active NFFE; or (v) a Passive NFFE none of the Controlling Persons of which is a U.S. citizen or resident, then the account is not a U.S. Reportable Account and no reporting is required with respect to the account.

  • Provider Selection To the extent applicable to Provider in performance of the Agreement, Provider shall comply with 42 CFR 438.214, as may be amended from time to time, which includes, but is not limited to the selection and retention of providers, credentialing and recredentialing requirements and nondiscrimination. If Subcontractor and/or Health Plan delegate credentialing to Provider, Subcontractor and/or Health Plan will provide monitoring and oversight and Provider shall ensure that all licensed medical professionals are credentialed in accordance with Health Plan’s and the State Contract’s credentialing requirements.

  • Pool A grouping on the books and records of CAC or any of its subsidiaries of Advances or Contracts originated or to be originated with CAC or any of its subsidiaries by a Dealer and bearing the same pool identification number assigned by CAC’s computer system.

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