TYPE OF FUND. (select the type of Fund you wish to establish and initial by your selection) / Endowed Fund: Endowed funds are established to protect the principal. The principal is not available for spending as per the establishment of the fund. Distributions will be made in perpetuity according to the funds charitable purposes as long as those purposes can be served. Endowment funds are subject to the Foundation’s Spending Policy, which may be amended at the sole discretion of the GMCF Executive Board of Trustees. / Expendable Fund: Expendable funds are established with the intent that both the earnings and principal will be distributed for charitable causes. Once the original gift and related earnings are exhausted, the fund terminates unless additional gifts are made to the fund.
TYPE OF FUND. The fund is a “Quasi-‐Endowment” fund. The fund is managed as an endowment fund, but corpus may be used at the discretion of WSF. The fund is managed, however, in full compliance with Federal and State Law as these laws relate to charitable fiduciary fund management. The fund is also managed consistent with charitable fiduciary fund management “Best Practices.”
TYPE OF FUND. The fund is an endowment fund.
TYPE OF FUND. This is a general investment fund and is managed in compliance with applicable Federal and State laws and with charitable fiduciary fund management “Best Practices.”
TYPE OF FUND. This Fund will be segregated and will, thus, not be available for use by WSF nor for creditors of WSF. It shall only be used for the payment of annuity obligations and for no other purposes.
TYPE OF FUND. ❑ Endowment: Requires minimum gift of $10,000. The gift principal is never spent. The amount available for awards is based strictly upon earnings and is budgeted based upon the Foundation’s Spending Policy. ❑ Restricted: Entire gift will be spent over years or semesters. ❑ Annual: Donor intends to provide annual gift to support award. Donor will be contacted by Foundation office during budget preparation to determine if award will continue. ❑ One-time: Gift is one-time only to be awarded during next scholarship cycle.
TYPE OF FUND. Fees (Endowed or non-Endowed Funds) Donor Advised Funds: .................First $5,000,000 1.25% Amounts over $5,000,000 0.50% Scholarship Funds: 1.25% Agency Funds: 1.00% Fiscal Sponsor: ...........................Additional 4% on all transactions 1.00 (Endowed Funds) Designated and Field of Interest Funds: ................First $2,000,000 1.25% Between $2,000,000 and $5,000,000 0.50% Over $5,000,000 0.25% Minimum Annual Fee on all funds is $250.00 A note about administrative fees: The Administrative Fee for endowed and non-endowed funds are subject to reasonable modification by the Board of Trustees.
TYPE OF FUND. Donor Advised Endowed Non-endowed Agency (Designated) Endowed Non-endowed Scholarship Field of Interest Committee Advised Project Fund Initial Gift: $ Please make your check payable to the Rockland Community Foundation If you are interested in transferring stocks, mutual funds, real estate or other personal property additional information will be required. Please contact us at 000-000-0000. Name of Fund or Field of Interest Project Funds must attach project outline For Designated Funds – provide name of Non-Profit Organization Please attach documentation indicating current 501 (c) (3) non-profit status of organization(s) supported Primary Contact or Fund Advisor Name Mailing Address Home phone Cell phone Business phone Email Company Name Title Secondary Contact Name/Optional Mailing Address Home phone cell phone business phone Email Company Name Rockland Community Foundation TIN 00-0000000 Title SPECIAL INSTRUCTIONS The Rockland Community Foundation includes information about funds, donors and grantees in its various publications and online media as well as in periodic press releases to the general media community. Please indicate your preferences below: List the name of the fund Yes No List my name as a donor Yes No List grant activities Yes No Do you want your name(s) as Fund Advisors listed on grants made from the fund? Yes No Organizations and groups that have received grants from your fund may wish to contact you directly. Please indicate your preference below: Use my home address Use my business address Do not provide my address Please forward my mail (additional fees apply) Annual donation to the RCF Founders Fund. RCF asks all fund holders to consider supporting the RCF Founders Fund with an annual donation. This fund supports essential RCF operations and board-directed grant activities. Founders fund supporters are listed on our web site and in our annual report. Your generous donation will be deducted from your fund at the end of the calendar year: Opt-in Dollar amount (select one) $500 $250 $100 Other $ or percentage of fund % Successor Election (optional and applies only to Donor Advised Funds; can be added at a later date) Fund Advisors establishing a Donor Advised Fund may create a succession plan for the fund. Individuals named as advisors are authorized to recommend grants and investment allocation changes, change the fund name or appoint additional advisors and successor advisors. The donor and any advisor may designate any person to be a ...
TYPE OF FUND expendable or endowed.
TYPE OF FUND. Please indicate a fund type below: Donor Advised Committee Advised Memorial Scholarship: Donor Involved or Foundation Managed Contact Information Role: (Check all that apply. See below for definitions.) Fund Advisor Secondary Advisor Fund Representative Primary Contact (Select only one primary contact on this form.) Name Male Female Mailing Address Home Business City State Zip Home Phone Mobile Phone Business Phone Fax Preferred Email Address Company Name Title Date of Birth Online Services (Online access varies by the role of each contact.) This contact is unable to access fund information online. For Internal Use Only
