Common use of Spendable Letter Clause in Contracts

Spendable Letter. A letter will be mailed annually detailing the available amount for distribution from the Agency fund. Unless otherwise noted, Representative 1 will be designated as the recipient of the spendable letter. If the spendable letter should instead be sent to a different recipient, please provide the name and full contact information of this recipient in the space below. Name: Address: Investments The Foundation is pleased to offer a variety of investment pools for Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Agency 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 ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Affiliation Please indicate the primary Foundation affiliate with which the Agency Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) □ □ United Way Legacy Foundation □ Cabarrus County Community Foundation □ Cleveland County Community Foundation □ Lexington Area Community Foundation □ The ▇▇▇▇ Foundation (Richmond County) □ Stanly County Community Foundation □ Cherokee County Community Foundation □ □ York County Community Foundation Other ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Library Foundation Greater Charlotte Cultural Trust ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Community Foundation Iredell County Community Foundation Lincoln County Community Foundation ▇▇▇▇▇▇▇▇▇-▇▇▇▇▇ Community Foundation Union County Community Foundation □ Lancaster County Community Foundation Service Level Please indicate the Foundation’s service level that you choose for the Agency Fund. Which of the Foundation’s service levels should apply to the Agency Fund: □ Standard – Please refer to The Charitable Giving Guide for more information.

Spendable Letter. A letter will be mailed annually detailing the available amount for distribution from the Agency fund. Unless otherwise noted, Representative 1 will be designated as the recipient of the spendable letter. If the spendable letter should instead be sent to a different recipient, please provide the name and full contact information of this recipient in the space below. Name: Address: Investments The Foundation is pleased to offer a variety of investment pools for Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Agency 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 ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Affiliation Please indicate the primary Foundation affiliate with which the Agency Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) □ □ United Way Legacy Foundation □ Cabarrus County Community Foundation □ Cleveland County Community Foundation □ Lexington Area Community Foundation □ The ▇▇▇▇ Foundation (for Richmond County) County □ Stanly County Community Foundation □ Cherokee County Community Foundation □ □ York County Community Foundation Other ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Library Foundation Greater Charlotte Cultural Trust ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Community Foundation Iredell County Community Foundation Lincoln County Community Foundation ▇▇▇▇▇▇▇▇▇-▇▇▇▇▇ Salisbury Community Foundation Union County Community Foundation □ Lancaster County Community Foundation Service Level Please indicate the Foundation’s service level that you choose for the Agency Fund. Which of the Foundation’s service levels should apply to the Agency Fund: □ Standard – Please refer to The Charitable Giving Guide for more information.

Spendable Letter. A letter will be mailed annually detailing the available amount for distribution from the Agency fund. Unless otherwise noted, Representative 1 will be designated as the recipient of the spendable letter. If the spendable letter should instead be sent to a different recipient, please provide the name and full contact information of this recipient in the space below. Name: Address: Investments The Foundation is pleased to offer a variety of investment pools for Agency Funds. All investment pools are reviewed by the Foundation’s Investment Committee. Please complete Addendum I – Agency 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 ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇. Affiliation Please indicate the primary Foundation affiliate with which the Agency Fund should be associated, if any. □ None/unaffiliated (generally associated with the Foundation) □ □ United Way Legacy Foundation □ Cabarrus County Community Foundation □ Cleveland County Community Foundation □ Lexington Area Community Foundation □ The ▇▇▇▇ Foundation (Richmond County) □ Stanly County Community Foundation □ Cherokee County Community Foundation □ □ York County Community Foundation Other ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Library Foundation Greater Charlotte Cultural Trust □ Cabarrus County Community Foundation □ ▇▇▇▇▇▇▇▇▇ ▇▇▇▇▇▇▇▇▇▇▇ Community Foundation □ Cleveland County Community Foundation □ Iredell County Community Foundation □ Lexington Area Community Foundation □ Lincoln County Community Foundation □ Foundation for Richmond County □ ▇▇▇▇▇▇▇▇▇-▇▇▇▇▇ Community Foundation □ Stanly County Community Foundation □ Union County Community Foundation □ 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 Agency Fund. Which of the Foundation’s service levels should apply to the Agency Fund: □ Standard – Please refer to The Charitable Giving Guide for more information.