Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed Funds into the Endowed Diversified Long-Term Growth Pool. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation Geographic Affiliation – North Carolina □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (Richmond County) □ Xxxxxxxxx-Xxxxx Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ Other
Appears in 2 contracts
Samples: www.fftc.org, www.fftc.org
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. If you do not select an investment pool, the Foundation will place Non-the Endowed Funds into the Liquid Reserves Pool and Endowed Funds Fund into the Endowed Diversified Long-Term Growth Pool. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community (FCJC) □ United Way Legacy Foundation □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation The Greater Charlotte Cultural Trust (GCCT) If Donor is directly affiliated with either FCJC or GCCT, the Gift Fund may (at the Donor’s request) be considered a Gift Fund of such organization. If this is desired, please discuss with the Philanthropic Advancement Team to ensure a complete understanding of any differences in distribution, investment or other administrative policies. Geographic Affiliation – North Carolina □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (for Richmond County) County □ Xxxxxxxxx-Xxxxx Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ OtherOther Addenda Please indicate additional addenda attached to this Agreement, if any. Are any addenda (other than Addendum I – Gift Fund Investment Recommendation Form) attached to this Agreement? □ Yes □ No If so, please list here: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Additional Provisions Your signature on the following page acknowledges that you have read, understand and agree to the provisions below. Protection of Tax-Exempt Status. The undersigned agree to comply with any written direction by the Foundation to cease recommending grants or distributions or conducting activities that may jeopardize the Foundation’s tax status or otherwise subject the Foundation or the Gift Fund to excise taxes that are applicable to donor-advised funds as defined in the Internal Revenue Code (the “Code”). Charitable Giving Guide The undersigned have received and reviewed The Charitable Giving Guide and agree to the terms thereof. Accuracy of Information The undersigned hereby certify that all information presented in connection with this Agreement is accurate to the best knowledge of the undersigned and will promptly notify the Foundation in writing of any changes. Use of Funds The Foundation will make distributions from the Gift Fund to carry out the charitable purposes of the Gift Fund in accordance with the Code. Written requests for charitable grants or distributions from the Gift Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements to any individual for expenditures or to make a grant or distribution for any non-charitable purpose or to any non-charitable entity is generally disallowed by the Code. Advisors wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Advisor to an expectation that any such payment would be appropriate. Please refer to The Charitable Giving Guide for more information. Endowed Gift Funds The undersigned understand and acknowledge that any Endowed Gift Fund created under this Agreement (with the Foundation or any of its affiliates or supporting organizations) is a permanent Gift Fund and that only the annual Spendable Amount will be available for distribution (as further addressed in the section hereof entitled “Spendable Amount”). Irrevocable Gifts The undersigned understand that any contribution to a Gift Fund, once accepted by the Board of Directors of the Foundation, represents an irrevocable gift to the Foundation and is not refundable. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in The Charitable Giving Guide which is incorporated by reference shall apply and the Foundation shall have no liability to any party for carrying out such policy and procedure. Service Charges The Foundation shall be entitled to receive as compensation for its services in investing, administering and distributing the assets held in the Gift Fund created hereunder the service charges set out in the Foundation’s regular schedule of compensation applicable at the time of the performance of such services; provided, however, that if the Foundation’s Custom service level applies to the Gift Fund, then the Foundation shall be entitled to receive as compensation the service charges as provided in the separate Custom Service Level Addendum attached hereto. Notice All communications required hereunder shall be in writing and shall be deemed to have been validly served, given or delivered (i) three (3) business days after deposit of same in the United States mail, designated as registered or certified mail, return receipt requested, bearing adequate postage, or (ii) on the date of delivery to such party if delivered by hand or by overnight or other similar courier and addressed to the party to be notified at the address for such party as provided in this Agreement, or to such other address as each party may designate for itself by like notice. Ownership Tools, equipment and software used by the Foundation to provide service to the Gift Fund shall remain the property of the Foundation and/or its licensors, and no right, title, license or interest in any of them is conveyed to the Gift Fund by this Agreement. Acknowledgment of Charitable Donations on Behalf of the Gift Fund The Foundation agrees that it will acknowledge to donors all contributions to the Gift Fund in accordance with the guidelines established by the Internal Revenue Service. Investments The undersigned acknowledge and agree that they have been advised by the Foundation that current IRS regulations or rulings permit Gift Fund Advisor(s) to designate investment preferences but require the Foundation to retain final discretion regarding such investments. The undersigned understand that investments will be administered in accordance with the policies of the Foundation. The undersigned acknowledge that the investments in the Gift Fund are subject to market and interest rate fluctuations. The total investment return of each investment manager is net of investment expenses. Confidentiality The Foundation agrees not to use any confidential information provided in connection with this Agreement for purposes other than those for which it was provided, without receiving prior consent. Indemnity In consideration of the Foundation’s creating a Gift Fund at the request of the undersigned individual(s) or entity and for other good and valuable consideration, the undersigned hereby agree to indemnify and hold harmless the Foundation against any liability, cost, or expense which the Foundation may incur by reason of its acting upon instructions or recommendations given to the Foundation by any of the undersigned or by persons authorized to make recommendations with regard to the Gift Fund. Severability The provisions of this Agreement are severable, and the invalidity or unenforceability of any one or more of such provisions shall not affect the validity or enforceability of the remainder of this Agreement which shall remain in full force and effect. Variance Power It is understood that the Gift Fund to be established pursuant to this agreement will be subject to the provisions of the Charter and Bylaws of the Foundation, as may be amended from time to time, including the power reserved by the Board of Directors to modify any condition or restriction on the distribution of funds if in its sole judgment (without the approval of any trustee, custodian, or agent), such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the area served by the Foundation. Amendment of Agreement Subject to the provisions of the paragraph herein entitled “Variance Power,” this Agreement and any addendums attached hereto shall constitute the entire agreement of the parties and supersedes all prior agreements and understandings, both written and oral, among the parties with respect to the subject matter hereof. Subject to the provisions of the paragraph herein entitled “Variance Power,” this Agreement, including any exhibits or attachments hereto, may not be amended or modified, except in a writing signed by all parties to this Agreement. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures By signing below, Opening Donor hereby acknowledges that they have read, understand and hereby agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. Opening Donor Foundation For The Carolinas SIGNATURE BY NAME (please print) TITLE TITLE DATE DATE Addendum I – Gift Fund Investment Recommendation Form
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Samples: fftc.org
Alternative Distribution Plan. If the Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. For certain supporting organizations, some restrictions may apply. Please inquire for more information. Please complete and sign Addendum I – Agency Fund Investment Recommendation Form – to select an investment pool. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Endowed Diversified Long-Term Growth Pool. Space intentionally left blank. If you wish to associate your fund with one of our affiliates, please select from one option below. By doing so, your grant notifications will display the logo of the selected affiliate. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundationoptional) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation Black Philanthropy □ Xxxxxxxxx Xxxxxxxxxxx Library Community Foundation Geographic Affiliation – North Carolina (NC) □ Cleveland County Community Foundation (NC) □ Lancaster County Community Foundation (SC) □ Cabarrus County Community Foundation (NC) □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland Cherokee County Community Foundation (SC) □ Iredell County Community Foundation (NC) □ Lexington Area Community Foundation (NC) □ Lincoln County Community Foundation (NC) □ The Xxxx Foundation (Richmond County, NC) □ Xxxxxxxxx-Xxxxx Community Foundation (NC) □ Stanly County Community Foundation (NC) □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation (NC) □ York County Community Foundation (SC) Supporting Organizations Please indicate if your Agency Fund is associated with one of FFTC’s Supporting Organizations. Although this is not common, if your fund is affliated with one of FFTC’s Supporting Organizations, please name and discuss with the Philanthropic Advancement Team to ensure a complete understanding of any differences in distribution, investment or other administrative policies. Custom Services Custom philanthropic services are specifically designed services including board or committee management, consultation, grant program facilitation, and more. Please discuss with the Foundation’s Philanthropic Advancement Team and attach an addendum listing the agreed custom services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below. □ OtherCustom services approved (FFTC initial) Fundraising The Foundation may, under certain very limited circumstances, agree to provide administrative support for fundraising activities for an Agency Fund. Please refer to the Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Agency Fund established under this Agreement, then prior approval of Foundation Staff and additional documentation are required. If fundraising activities have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below. □ Fundraising approved (FFTC initial) Addenda Please indicate additional addenda attached to this Agreement, if any. Please check the following box if any addenda other than Addendum I – Agency Fund Investment Recommendation Form are attached to this Agreement? 🞎 Additional addenda are attached and listed below: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Additional Provisions Your signature on the following page acknowledges that you have read, understand and agree to the provisions below. Protection of Tax-Exempt Status The undersigned agree to comply with any written direction by the Foundation to cease recommending grants or distributions or conducting activities that may jeopardize the Foundation’s tax status or otherwise subject the Foundation or the Agency Fund to excise taxes that are applicable to donor-advised funds as defined in the Internal Revenue Code (the “Code”). Charitable Giving Guide The undersigned have received and reviewed the Charitable Giving Guide and agree to the terms thereof. Accuracy of Information The undersigned hereby certify that all information presented in connection with this Agreement is accurate to the best knowledge of the undersigned and will promptly notify the Foundation in writing of any changes. Use of Funds The Foundation will make distributions from the Agency Fund to carry out the charitable purposes of the Agency Fund in accordance with the Code. Requests for charitable grants or distributions from the Agency Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements to any individual for expenditures or to make a grant or distribution for any non- charitable purpose or to any non-charitable entity is generally disallowed by the Code. Representatives wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Representative to an expectation that any such payment would be appropriate. Please refer to the Charitable Giving Guide for more information. Endowed Agency Funds The undersigned understand and acknowledge that any Endowed Agency Fund created under this Agreement (with the Foundation or any of its affiliates or supporting organizations) is a permanent Agency Fund and that only the annual Spendable Amount will be available for distribution (as further addressed in the section hereof entitled “Spendable Amount”). Irrevocable Gifts The undersigned understand that any contribution to an Agency Fund, once accepted by the Board of Directors of the Foundation, represents an irrevocable gift to the Foundation and is not refundable. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in the Charitable Giving Guide which is incorporated by reference shall apply and the Foundation shall have no liability to any party for carrying out such policy and procedure. Service Charges The Foundation shall be entitled to receive as compensation for its services in investing, administering and distributing the assets held in the Agency Fund created hereunder the service charges set out in the Foundation’s regular schedule of compensation applicable at the time of the performance of such services; provided, however, that if the Foundation’s custom service level applies to the Agency Fund, then the Foundation shall be entitled to receive as compensation the service charges as provided in the separate Custom Service Level Addendum attached hereto. Notice All communications required hereunder shall be in writing and shall be deemed to have been validly served, given or delivered (i) three (3) business days after deposit of same in the United States mail, designated as registered or certified mail, return receipt requested, bearing adequate postage, or (ii) on the date of delivery to such party if delivered by hand or by overnight or other similar courier and addressed to the party to be notified at the address for such party as provided in this Agreement, or to such other address as each party may designate for itself by like notice. Ownership Tools, equipment and software used by the Foundation to provide service to the Agency Fund shall remain the property of the Foundation and/or its licensors, and no right, title, license or interest in any of them is conveyed to the Agency Fund by this Agreement. Acknowledgment of Charitable Donations on Behalf of the Agency Fund The Foundation agrees that it will acknowledge to donors all contributions to the Agency Fund in accordance with the guidelines established by the Internal Revenue Service. Investments The undersigned acknowledge and agree that they have been advised by the Foundation that current IRS regulations or rulings permit Agency Fund Representative(s) to designate investment preferences but require the Foundation to retain final discretion regarding such investments. The undersigned understand that investments will be administered in accordance with the policies of the Foundation. The undersigned acknowledge that the investments in the Agency Fund are subject to market and interest rate fluctuations. The total investment return of each investment manager is net of investment expenses. Confidentiality The Foundation agrees not to use any confidential information provided in connection with this Agreement for purposes other than those for which it was provided, without receiving prior consent. Indemnity In consideration of the Foundation’s creating an Agency Fund at the request of the undersigned individual(s) or entity and for other good and valuable consideration, the undersigned hereby agree to indemnify and hold harmless the Foundation against any liability, cost, or expense which the Foundation may incur by reason of its acting upon instructions or recommendations given to the Foundation by any of the undersigned or by persons authorized to make recommendations with regard to the Agency Fund. Severability The provisions of this Agreement are severable, and the invalidity or unenforceability of any one or more of such provisions shall not affect the validity or enforceability of the remainder of this Agreement which shall remain in full force and effect. Variance Power It is understood that the Agency Fund to be established pursuant to this agreement will be subject to the provisions of the Charter and Bylaws of the Foundation, as may be amended from time to time, including the power reserved by the Board of Directors to modify any condition or restriction on the distribution of funds if in its sole judgment (without the approval of any trustee, custodian, or agent), such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the area served by the Foundation. Amendment of Agreement Subject to the provisions of the paragraph herein entitled “Variance Power,” this Agreement and any addendums attached hereto shall constitute the entire agreement of the parties and supersedes all prior agreements and understandings, both written and oral, among the parties with respect to the subject matter hereof. Subject to the provisions of the paragraph herein entitled “Variance Power,” this Agreement, including any exhibits or attachments hereto, may not be amended or modified, except in a writing signed by all parties to this Agreement. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures The undersigned hereby acknowledge that they have read, understand and agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. The undersigned further acknowledge that they are duly authorized by the nonprofit organization to execute and deliver this Agreement and that any necessary corporate action has been taken to grant such authority. Nonprofit Organization Foundation For The Carolinas SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATE DATE Nonprofit Organization SIGNATURE NAME (please print) ROLE(S) WITH ORGANIZATION DATE
Appears in 1 contract
Samples: myfftc.org
Alternative Distribution Plan. If the Donor wishes to specify a plan for making distributions from the Gift Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed Funds into the Endowed Diversified Long-Term Growth Pool. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation Geographic Affiliation – North Carolina □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (Richmond County) □ Xxxxxxxxx-Xxxxx Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ Other
Appears in 1 contract
Samples: www.fftc.org
Alternative Distribution Plan. If the Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. For certain supporting organizations, some restrictions may apply. Please inquire for more information. Please complete and sign Addendum I – Agency Fund Investment Recommendation Form – to select an investment pool. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Endowed Diversified Long-Term Growth Pool. Space intentionally left blank. Regional Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with optional) Our 13 regional affiliates share the Foundation) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation 's vision to inspire philanthropy and strengthen their unique communities. Please select an option below if want to associate your fund with a regional affiliate. Geographic Affiliation – North Carolina □ Cabarrus County Community Foundation □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ The Xxxx Foundation (Richmond County) □ Xxxxxxxxx-Xxxxx Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation □ York County Community Foundation □ OtherSupporting Organizations Please indicate if your Agency Fund is associated with one of FFTC’s Supporting Organizations. Although this is not common, if your fund is affliated with one of FFTC’s Supporting Organizations, please name and discuss with the Philanthropic Advancement Team to ensure a complete understanding of any differences in distribution, investment or other administrative policies. Custom Services Custom philanthropic services are specifically designed services including board or committee management, consultation, grant program facilitation, and more. Please discuss with the Foundation’s Philanthropic Advancement Team and attach an addendum listing the agreed custom services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below.
Appears in 1 contract
Samples: myfftc.org
Alternative Distribution Plan. If the Donor Agency wishes to specify a plan for making distributions from the Gift Agency Fund other than the Spendable Amount as described above, please discuss the plan with Foundation staff and attach provide an outline of it as an addendum to this Agreement. Investments The Foundation is pleased to offer a variety of investment pools for Gift Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Gift Fund Investment Recommendation Form – to select an investment pool. FFTC offers investment options that span the risk-return spectrum from conservative allocations to more growth oriented investment pools. For investment pool descriptions and information on performance, visit xxx.xxxx.xxx/xxxxx. For certain supporting organizations, some restrictions may apply. Please inquire for more information. Please complete and sign Addendum I – Agency Fund Investment Recommendation Form – to select an investment pool. If you do not select an investment pool, the Foundation will place Non-Endowed Funds into the Liquid Reserves Pool and Endowed and Quasi-Endowed Funds into the Endowed Diversified Long-Term Growth Pool. Space intentionally left blank. If you wish to associate your fund with one of our affiliates, please select from one option below. By doing so, your grant notifications will display the logo of the selected affiliate. Affiliation Please indicate the primary Foundation affiliate with which the Gift Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundationoptional) Supporting Organizations □ The Greater Charlotte Cultural Trust □ Foundation For the Charlotte Jewish Community □ United Way Legacy Foundation Black Philanthropy □ Xxxxxxxxx Xxxxxxxxxxx Library Community Foundation Geographic Affiliation – North Carolina (NC) □ Cleveland County Community Foundation (NC) □ Lancaster County Community Foundation (SC) □ Cabarrus County Community Foundation (NC) □ Xxxxxxxxx Xxxxxxxxxxx Community Foundation □ Cleveland Cherokee County Community Foundation (SC) □ Iredell County Community Foundation (NC) □ Lexington Area Community Foundation (NC) □ Lincoln County Community Foundation (NC) □ The Xxxx Foundation (Richmond County, NC) □ Xxxxxxxxx-Xxxxx Community Foundation (NC) □ Stanly County Community Foundation (NC) □ Union County Community Foundation Geographic Affiliation – South Carolina □ Cherokee County Community Foundation □ Lancaster County Community Foundation (NC) □ York County Community Foundation □ Other(SC) Supporting Organizations Please indicate if your Agency Fund is associated with one of FFTC’s Supporting Organizations. Although this is not common, if your fund is affliated with one of FFTC’s Supporting Organizations, please name and discuss with the Philanthropic Advancement Team to ensure a complete understanding of any differences in distribution, investment or other administrative policies. Custom Services Custom philanthropic services are specifically designed services including board or committee management, consultation, grant program facilitation, and more. Please discuss with the Foundation’s Philanthropic Advancement Team and attach an addendum listing the agreed custom services and pricing schedule. If custom services have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below.
Appears in 1 contract
Samples: myfftc.org
