Donor Advised Fund Recommendation Form

Should the staff or board have any questions about your recommendation, we will contact you. A notification letter and check will be sent to the recipient following approval of your request. You will receive an email confirming the distribution once it has been processed.

Fill out and submit your recommendations below.     

Name of fund from which monies are to be distributed:

My entry above confirms that I recommend distribution from this fund to the following organization(s) and in the amount listed below.

Distribution #1

Name of Organization *

Street Address *

City, State, Zip *

Phone *

Contact Name *

Title *

Would you like the name of the fund listed on the check? *

Yes

No, anonymous

Donor Advisor Name(s) in letter accompanying check? *

Yes

No

Donor Advisor address in letter, so that the organization can acknowledge gift directly? *

Yes

No

If no, would you like copies of thank you letters mailed to you?

Yes

No

This distribution should be classified as: *

General Support

Special Purpose

If for a Special Purpose, please list below:

Amount of distribution: *

Distribution #2

Name of Organization *

Street Address *

City, State, Zip *

Phone *

Contact Name *

Title *

Would you like the name of the fund listed on the check? *

Yes

No, anonymous

Donor Advisor Name(s) in letter accompanying check? *

Yes

No

Donor Advisor address in letter, so that the organization can acknowledge gift directly? *

Yes

No

If no, would you like copies of thank you letters mailed to you?

Yes

No

This distribution should be classified as: *

General Support

Special Purpose

If for a Special Purpose, please list below:

Amount of distribution: *

Distribution #3

Name of Organization *

Street Address *

City, State, Zip *

Phone *

Contact Name *

Title *

Would you like the name of the fund listed on the check? *

Yes

No, anonymous

Donor Advisor Name(s) in letter accompanying check? *

Yes

No

Donor Advisor address in letter, so that the organization can acknowledge gift directly? *

Yes

No

If no, would you like copies of thankk you letters mailed to you?

Yes

No

This distribution should be classified as: *

General Support

Special Purpose

If for a Special Purpose, please list below:

Amount of distribution: *

Single Line Text

Grants may not be awarded to individuals for any purpose, nor may grants be recommended in fulfillment of a pledge. I acknowledge that neither I, nor anyone related to me, will receive any material benefits (such as membership benefits, dues, event tickets, goods bought at auction, etc.) from this grant if distributed.

**If you would like to direct funds to WCCF’s 2016 Community Grants Fund to respond to unmet needs in our community, please indicate an amount below:**

Grants may not be awarded to individuals for any purpose, nor may grants be recommended in fulfillment of a pledge. I acknowledge that neither I, nor anyone related to me, will receive any material benefits (such as membership benefits, dues, event tickets, goods bought at auction, etc.) from this grant if distributed.

Checkboxes

Option 1

Option 2