Common use of Successor Advisor Information Clause in Contracts

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

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 CapitalEquity) ☐ 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