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.     

If you are human, leave this field blank.

Email

I recommend distributions from the following fund:

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

Distribution #1

Amount of distribution: *

Name of Organization *

Street Address *

You may file in "On File" for this field and any following if you have recommended to this organization in the past, and all information that we have on file is current.

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:

Important Donor-Advised Fund Legal Requirements: 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.

By typing my name below, I confirm that I have read the legal requirements above and that my advised donation meets the legal qualifications. *

Please type your name.

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