Successor Advisor Information Sample Clauses

Successor Advisor Information. Donors may designate one or more individuals to serve as successor Advisor(s) of the Fund after the resignation, death or incapacity of the last remaining Advisor listed above. Donors may also authorize the successor Advisor(s) to designate second successor Advisors, by initialing here: _ . Name Mailing Address City State Zip Phone Email Relationship to Donor(s) Successor Advisor 1 Name Mailing Address City State Zip Phone Email Relationship to Donor(s) Successor Advisor 2 Investment Options (for new funds only): Donors to a donor-advised fund have the option to choose how the Fund will be invested. Please select an option below. ☐ Use Rose Community Foundation’s Asset Allocation (Excludes Private Capital) ☐ Allocate funds to pools as follows: Equity Pool Fixed Income Pool % % Money Market Pool % Total 100% Acknowledgement and Signatures: I acknowledge that I have read the Rose Community Foundation Donor-Advised Fund Guidelines (attached hereto and incorporated herein by this reference) and agree to the terms and conditions set forth therein. I understand that any contribution to the Fund, once accepted by the Board of Trustees of Rose Community Foundation, is an irrevocable contribution to Rose Community Foundation and will not be returned to me. Donor 1 Signature: Date: _ Donor 2 Signature: Date: _ Acceptance: Thank you for your contribution to Rose Community Foundation. We look forward to being your partner in philanthropy. Rose Community Foundation
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Successor Advisor Information. All fund correspondence will be sent to Successor Advisor 1, unless otherwise specified. If more than two advisors are desired, please attach additional information to this form. Furthermore, it is the responsibility of the designated successor advisor(s) to contact the Foundation at such time as he/she/they become donor advisor(s) to the fund. Successor Advisor 1 Full name (first, middle, last) Nickname Preferred salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home address City State Zip Send mailings to: Home Office Add to mail list for: Invite to events Send statement copies Date of birth Date of birth Business or organization name Position Business address City State Zip Preferred phone Preferred Email Relationship with donor advisor Successor Advisor 2 Full name (first, middle, last) Nickname Preferred salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home address City State Zip Send mailings to: Home Office Add to mail list for: Invite to events Send statement copies Date of birth Business or organization name Position Business address City State Zip Preferred phone Preferred Email Relationship with donor advisor I/We, as the donor(s), request that the successor advisor(s) named assume this responsibility on the following date on the death of the current advisor(s) I/We, as the donor(s), request that the fund be: maintained in one fund split evenly between successor advisors successor advisors have discretion to split the fund special instructions attached NOTES and additional information * NOTE: After submitting this form, a representative of the Community Foundation of NCW will contact the Current Fund Advisor to discuss your decision, and to finalize the details of your desires regarding the succession plan of your fund. If you have any questions about this agreement, please call us at 000.000.0000.
Sample 1
Successor Advisor Information. All fund correspondence will be sent to successor advisor 1, unless otherwise specified. If more than two advisors are desired, please attach additional information to this form. Furthermore, it is the responsibility of the designated successor advisor(s) to contact the Foundation at such time as he/she/they become donor advisor(s) to the fund. Successor Advisor 1 Full name (First, Middle, Last) Nickname Preferred salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home address Send mailings to: • Home • OfficDate of birth City State Zip e Add to mailing list for: Invite to events Send statement copies Business or organization name Position Business address City State Zip Home phone Mobile phone Business phone E-Mail (Preferred) Relationship with donor advisor Successor Advisor 2 Full name (First, Middle, Last) Nickname Preferred salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home address Send mailings to: • Home • OfficDate of birth City State • • Zip e Add to mailing list for: Invite to events Send statement copies Business or organization name Position Business address City State Zip Home phone Mobile phone Business phone E-Mail (Preferred) Relationship with donor advisor • • • I/We, as the donor(s), request that the successor advisor(s) named assume this responsibility • on the following date / / • • on the death of the current advisor(s) I/We, as the donor(s), request that the fund be: maintained in one fund split evenly between successor advisors successor advisors have discretion to split the fund special instructions attached
Sample 1
Successor Advisor Information. Successor Advisor(s) have privileges to make recommendations appropriate for the fund. All fund correspondence will be sent to Successor Advisor 1, unless otherwise specified. If more than two advisors are desired, please attach additional information to this form. Furthermore, it is the responsibility of the designated Successor Advisor(s) to contact the Foundation at such time as he/she/they become Donor Advisor(s) to the fund. Successor Advisor 1 Full Name (First, Middle, Last) Nickname Preferred Salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home Address Send mailings to: • Home •Date of Birth City State Zip • • Office Add to mailing list for: Invite to events Send statement copies Business or Organization Name Position Business Address City State Zip Home Phone Mobile Phone Business Phone E-Mail (Preferred) Relationship with Donor Advisor Successor Advisor 2 Full Name (First, Middle, Last) Nickname Preferred Salutation (e.g. Xx. Xxxxx X. Smith or Xxx Xxxxx) Home Address Send mailings to: • Home •Date of Birth City• State Zip • Office Add to mailing list for: Invite to events Send statement copies Business or Organization Name Position Business Address City State Zip Home Phone Mobile Phone Business Phone E-Mail (Preferred) Relationship with Donor Advisor • I/We, as the Donor(s), request that the Successor Advisor(s) named assume this responsibility • on the following date / / on the death of the current Advisor(s)
Sample 1

Related to Successor Advisor Information

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  • Supplemental Vendor Information Only) No response Optional. If Vendor desires that their logo be displayed on their public TIPS profile for TIPS and TIPS Member viewing, Vendor may upload that logo at this location. These supplemental documents shall not be considered part of the TIPS Contract. Rather, they are Vendor Supplemental Information for marketing and informational purposes only. Signature Form.pdf

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