PROFESSIONAL ADVISOR. (Donors with funds greater than $50,000 may recommend a regulated professional advisor of their choice). / I wish to use as my regulated professional advisor.
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following: Name (please print) Signature Date Name (please print) Signature Date Name (please print) Title Signature Date Community Foundation for Greater Atlanta Donor 2 Donor 1 6 Referral How did you learn about the Community Foundation for Greater Atlanta? (please list contact) Professional advisor: Foundation donor: Foundation employee: Website or other media: Other: Would you be willing to be profiled in Foundation materials (i.e. annual report or website)? Yes No
PROFESSIONAL ADVISOR. If you are working with a financial, tax, or estate planning advisor, please complete the following: Advisor Name Firm Name Business Address (line 1) City State Zip Business Address (line 2) Business Phone Email
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor, please complete the following: Advisor name Firm name Business address (line 1) City State Zip Email Business phone Ethnicity* *If you would like to provide information on ethnicity/race, it helps us compile statistics on philanthropic giving. (6/22) 6 COMMUNITY FOUNDATION FOR GREATER ATLANTA REPRESENTATIVE Name (please print) Signature Date Title (please print) SIGNATURES Donors listed in Section 1 must sign below. DONOR 1 Name (please print) Signature Date DONOR 2 Name (please print) DONOR 3 Signature Date Name (please print) DONOR 4 Signature Date Name (please print) Signature Date Additional Information A FAMILY MEMBERS Spouse or Partner: Date of birth: Child: Date of birth: Child: Date of birth: Child: Date of birth: B CHARITABLE INTERESTS To help us serve you better, please indicate your philanthropic interest. (Please check all that apply) Arts and culture Power and leadership Housing Wealth-building Places (neighborhoods) Other: I am interested in serving on a volunteer committee of the Community Foundation. I would like to learn about funding opportunities in my areas of interest.
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor to structure the grists to your fund, please complete the following:: Advisor Name Firm Name Business Address (line 1) City State Zip Business Address (line 2) Business Phone E-Mail REFERRAL How did you learn about The Community Foundation for Greater Atlanta? (please list contact) • • • • • Professional Advisor: Foundation donor: Foundation employee: Website or other media: Other: Would you be willing to be profiled in Foundation materials (i.e. annual report or website)? • Yes • No SIGNATURES Donors listed in Section 1 must sign below. Signature Name (please print) Date Signature Name (please print) Date By Title Name (please print) Date The Community Foundation for Greater Atlanta
PROFESSIONAL ADVISOR. (a) Hawke’s Bay District Health Board recognises the important role played by the Professional Advisors within the organisation in providing advocacy for quality standards and service delivery, support for staff to increase skills and competencies and to liaise with appropriate organisation to ensure access for staff to professional development.
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor to structure the succession plan to your fund, please complete the following: Advisor Name Firm Name Business Address (line 1) Zip Business Address (line 2) Business Phone E-Mail State City SIGNATURES Donors listed in Section 1 must sign below. Signature Name (please print) Date Signature Name (please print) Date By Title Name (please print) Date The Community Foundation for Greater Atlanta Donor 2 Donor 1
PROFESSIONAL ADVISOR. If you are working with a financial, tax or estate planning advisor to structure the succession plan to your fund, please complete the following: Advisor name Firm name Business address (line 1) Zip Business address (line 2) Business phone E-Mail State City 4 SIGNATURES Signature Name (please print) Date Signature Name (please print) Date By Title Name (please print) Date Community Foundation for Greater Atlanta Fund Advisor Fund Advisor • Have you created an estate or deferred gift to add to your fund after your lifetime? • Do you want to talk to our director of gift planning about adding to your fund through an estate or deferred gift? • Yes • No • Yes • No
PROFESSIONAL ADVISOR. This is my professional advisor. I would like him/her to be a: (Select one) ☐ Fund Representative: Individual has access to my fund information (including fund statements) but no advisory privileges. ☐ Professional Advisor: Individual has access to my fund information and may make grant recommendations. ☐ Neither of the Above Contact Information Name Company Address City State Zip Phone Email (required for fund access) Fund Creation Initial gift to establish a fund: $ Type of Gift: (Select One) ☐ Check made payable to St. Louis Community Foundation ☐ Publicly Traded Securities ☐ Privately Held Securities* ☐ Restricted Securities* ☐ Wire* ☐ Other* Please describe the gift (credit card, personal property, real estate, testamentary): *Additional information will be required prior to the acceptance of any gift of this type. Please contact Xxxxxx Xxxxxxx, CFO, at 314.880.4969 or xxxxxxxx@xxxxxxxx.xxx.
