Donor Advised Fund Recommendation Form

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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:

End Section

Important Donor-Advised Fund Legal Requirements:

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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