Opening Donor Sample Clauses

Opening Donor. □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Name of Corporation or Trust/Estate (if applicable) Xxxxxx Xxxx Xxxxx Zip Code Phone: Home Business Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Street City State Zip Code □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Xxxxxx Xxxx Xxxxx Zip Code Phone: Home Business Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Street City State Zip Code Referral Who referred you to Foundation For The Carolinas? Referral Source: Street City State Zip Code Email: Phone Number: Professional Advisor(s) Please provide contact information for any legal, financial, tax or estate planning professional advisors that have been involved with the planning and establishment of the Gift Fund. □ Attorney □ Accountant □ Financial/Investment Advisor □ Insurance Advisor □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Firm Name: Street City State Zip Code Phone: Business Cell Email: Primary Other Preferred Phone: □ Business □ Cell Preferred Email: □ Primary □ Other □ Attorney □ Accountant □ Financial/Investment Advisor □ Insurance Advisor □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Firm Name: Street City State Zip Code Phone: Business Cell Email: Primary Other Preferred Phone: □ Business □ Cell Preferred Email: □ Primary □ Other If there are other professional advisors who you are working with in connection with the Gift Fund, please provide their contact information. Gift Details Please indicate the amount, nature, and timing of the gift details below (check all that apply). The minimum opening contribution is $50,000. Additional gifts can be made at any time. Typically, Field of Interest Funds are established with planned gifts; however, if you are establishing the fund today, please indicate the opening contribution details below. □ Check, ACH or wire for $ □ Marketable securities: shares of from □ Mutual funds: shares of from □ Transfer $ from FFTC Fund Name & # □ Other: □ Proceeds from gift of closely held stock, partnership or LLC interest, etc. – Accepted gifts of closely held business interests via Community Investments Foundation, a Subsidiary Foundation of FFTC. Please contact FFTC staff to discuss a...
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Opening Donor. □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Name of Corporation or Trust/Estate (if applicable) Street City State Zip Code Phone: Home Business Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Additional Address: _ Street City State Zip Code □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Street City State Zip Code Phone: Home Business Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Street City State Zip Code Referral Who referred you to Foundation For The Carolinas? Referral Source: Street City State Zip Code Email: Phone Number: Fund Advisors Please designate Advisors to the Gift Fund.
Sample 1Sample 2
Opening Donor. □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Name of Corporation or Trust/Estate (if applicable) Street City State Zip Code Phone: Home Work Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Street City State Zip Code □ Individual □ Corporation □ Trust/Estate □ Other □ Mr. □ Mrs. □ Ms. □ Other First Name Middle Initial Last Name Preferred Name Street City State Zip Code Phone: Home Work Cell Email: Primary Other Preferred Phone: □ Home □ Business □ Cell Preferred Email: □ Primary □ Other Street City State Zip Code Opening Contribution Please indicate the amount and nature of the opening contribution to the Gift Fund. The minimum opening contribution is $10,000 for individuals and families; $50,000 for corporations or other business entities. Additional gifts can be made at any time. □ Check, ACH or wire for $ □ Marketable securities: shares of from □ Mutual funds: shares of from □ Transfer $ from FFTC Fund Name & # □ Other: □ Proceeds from gift of Closely held stock, partnership or LLC interest, etc. – Accepted gifts of closely held business interests via Community Investments Foundation, a Subsidiary Foundation of FFTC. Please contact FFTC staff to discuss a gift of closely held business interests and to request the appropriate documents. □ Proceeds from gift of Real estate – Accepted gifts of real property via Community Real Property Holdings, Inc., a Subsidiary Foundation of FFTC. Please contact FFTC staff to discuss a gift of real property and to request the appropriate documents. Estimated value of total initial contribution(s): Planned Giving If known or reasonably expected, please complete a Planned Gift Document to indicate the amount, nature and details of any planned gifts. The Foundation can help you and your financial advisors structure a planned gift that meets your philanthropic and financial goals. A planned gift is generally one that originates during your lifetime but will not be received by the Foundation until after your death. Estimated value of total expected future contribution(s): □ I have completed a Planned Gift Document (requested for funds with planned gifts). Type of Fund Please choose whether the Gift Fund will be a permanent Endowed fund with the Foundation or a Non-Endowed Gift Fund. □ Endowed (please initial) An Endowed Gift Fund is a permanent, legacy Fund. Its assets are held irrevocably b...
Sample 1

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