PROFESSIONAL ADVISOR. (Donors with funds greater than $50,000 may recommend a regulated professional advisor of their choice).
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following:
PROFESSIONAL ADVISOR. The Employer recognises the important role played by the professional advisors within the organisation in providing advocacy for quality standards and service delivery, support for staff to increase skills and competencies and to liaise with appropriate organisation to ensure access for staff to professional development. The Employer will ensure professional advisors are recognised for their contributions by appropriate remuneration and access to required professional development opportunities.
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor to structure the succession plan to your fund,
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following: 6 COMMUNITY FOUNDATION FOR GREATER ATLANTA REPRESENTATIVE SIGNATURES Donors listed in Section 1 must sign below. DONOR ADVISOR 2 Additional Information A FAMILY MEMBERS B CHARITABLE INTERESTS
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor to structure the grists to your fund, please complete the following::
PROFESSIONAL ADVISOR. (a) Hawke’s Bay District Health Board recognises the important role played by the Professional Advisors within the organisation in providing advocacy for quality standards and service delivery, support for staff to increase skills and competencies and to liaise with appropriate organisation to ensure access for staff to professional development.
(b) Hawke’s Bay District Health Board will ensure Professional Advisors are recognised for their contributions by appropriate remuneration and access to required professional development, opportunities as appropriate.
PROFESSIONAL ADVISOR. This is my professional advisor. I would like him/her to be a: (Select one) ☐ Fund Representative: Individual has access to my fund information (including fund statements) but no advisory privileges. ☐ Professional Advisor: Individual has access to my fund information and may make grant recommendations. ☐ Neither of the Above Contact Information Name Company Address City State Zip Phone Email (required for fund access) Initial gift to establish a fund: $ ☐ Check made payable to St. Louis Community Foundation ☐ Publicly Traded Securities ☐ Privately Held Securities* ☐ Restricted Securities* ☐ Wire* ☐ Other* Please describe the gift (credit card, personal property, real estate, testamentary): *Additional information will be required prior to the acceptance of any gift of this type. Please contact Xxxxxx Xxxxxxx, CFO, at 314.880.4969 or xxxxxxxx@xxxxxxxx.xxx. Please refer to the following pages regarding investment pool information and allocation. (Select One) ☐ I have completed the Recommended Investment Allocation Form. ☐ I would like to request a customized investment allocation and have completed the form. (For funds greater than RECOMMENDED INVESTMENT ALLOCATION Please refer to the following Investment Options information sheet for a more detailed description of each investment pool, then indicate your recommended investment allocation below. If a portfolio option is not indicated, the Community Foundation will allocate 100% of contributions to the Money Market pool. ☐ Long-Term Growth Typically for funds that will be invested seven or more years Diversified portfolio of global stocks and bonds Generally 75% equity and 25% fixed income 9.5% past five year historical return ☐ Social Responsibility Typically for funds that will be invested seven or more years Diversified portfolio of global stocks, bonds, and mutual funds with strong financial and social records Generally 75% equity and 25% fixed income 9.8% past five year historical return ☐ Balanced Typically for funds that will be invested three to seven years Balanced portfolio of global stocks and bonds Generally 50% equity and 50% fixed income 7.3% past five year historical return ☐ Wealth Preservation Typically for funds that will be distributed in one to five years Diversified portfolio of global stocks and bonds Generally 25% equity and 75% fixed income 4.3% past five year historical return ☐ Money Market Typically for funds that will be distributed in one year or less, or funds with minimal risk ...
PROFESSIONAL ADVISOR. This is my professional advisor. I would like him/her to be a: (Select one) ☐ Fund Representative: Individual has access to my fund information (including fund statements) but no advisory privileges. ☐ Professional Advisor: Individual has access to my fund information and may make grant recommendations. ☐ Neither of the Above Contact Information Name Company Address City State Zip Phone Email (required for fund access) Initial gift to establish a fund: $ ☐ Check made payable to St. Louis Community Foundation ☐ Publicly Traded Securities ☐ Privately Held Securities* ☐ Restricted Securities* ☐ Wire* ☐ Other* Please describe the gift (credit card, personal property, real estate, testamentary): *Additional information will be required prior to the acceptance of any gift of this type. Please contact Xxxxxx Xxxxxxx, CFO, at 314.880.4969 or xxxxxxxx@xxxxxxxx.xxx.
