Please refer to The Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Gift 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 Gift Fund, then an authorized Foundation Staff member should check the box and initial below. □ Fundraising approved (please initial) 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...
Please refer to The Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Gift 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 Gift Fund, then an authorized Foundation Staff member should check the box and initial below. □ Fundraising approved (please initial) 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 □ Xxxxxxxxx Xxxxxxxxxxx Library Foundation □ United Way Legacy 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 Service Level Please indicate the Foundation’s service level that you choose for the Gift Fund. Which of the Foundation’s service levels should apply to the Gift Fund: □ Standard – Please refer to The Charitable Giving Guide for more information. □ Custom – Specially 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. 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 Foundatio...
