Timing of Future Contributions. □ Unknown □ None expected □ Additional contributions by Donors other than the Opening Donor are expected to be funded concurrently with the initial contribution. Please describe on additional pages. □ Additional contributions are expected later by the Opening Donor or by other Donors (other than through fundraising) on the following estimated timetable (if known): Fund Advisors Please designate Advisors to the Scholarship Fund.
A. Advisor(s).
Advisor 1: □ Same as Opening Donor(s) □ Other (provide information below): FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., Xx. Xxxxx X. Smith or Xxx Xxxxx) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., Xx. Xxxxx X. Smith or Xxx Xxxxx) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business
B. Online Access to the Scholarship Fund Professional Advisor 1 (if applicable): Professional Advisor 2 (if applicable): ($25,000 minimum for individuals; $100,000 minimum for corporations or other business entities)
A. Determination of annual spendable amount.
B. If value of fund falls below historic dollar value.
Timing of Future Contributions. □ Unknown □ None expected □ Additional contributions by Donors other than the Opening Donor are expected to be funded concurrently with the initial contribution. Please describe on additional pages. □ Additional contributions are expected later by the Opening Donor or by other Donors (other than through fundraising) on the following estimated timetable (if known): Type of Fund Complete this section to address whether the Gift Fund will be a permanent fund with the Foundation. Please choose whether the Gift Fund will be Endowed or Non-Endowed. Please refer to The Charitable Giving Guide for further information. □ Endowed (please initial) An Endowed Gift Fund is a permanent, legacy Fund. Its assets are held irrevocably by the Foundation and are managed to accomplish the identified charitable purposes. Endowed Gift Funds are designed to be preserved in perpetuity, so only the annual spendable income is available for distribution. Choose this Gift Fund if the Donor is interested in establishing a permanent legacy by providing continuing support for the charitable purposes of the Gift Fund. □ Non-Endowed (please initial) A Non-Endowed Gift Fund is fully available for distribution at any time. The nature of the investment instruments may vary depending on the balance and anticipated time frame for distributions. Choose this Gift Fund if interested in maintaining maximum flexibility in terms of timing of distributions. Acknowledgement and Anonymity Please check applicable boxes below, if any. Unless you indicate below that you wish for all grants from the Gift Fund to be made anonymously, each grant distribution from the Gift Fund will include the name of the Gift Fund, so that the charity may send an acknowledgement □ Check here if all grants from the Gift Fund are to be made anonymously. □ Check here if the Opening Donor’s association with the Gift Fund should remain anonymous. □ Check here if the Opening Donor does not wish to authorize the Foundation to use the name of the Gift Fund in the Foundation’s communication materials. Allowing the Foundation to do so will not only recognize the Gift Fund’s existence but will also encourage others to follow the example of the Donors to the Gift Fund. Spendable Amount If the Gift Fund is Endowed, please read this section and furnish the responses requested below.
A. Determination of annual spendable amount.
B. If value of fund falls below historic dollar value.
