Common use of Successor Advisors Clause in Contracts

Successor Advisors. The Opening Donor(s) may designate Successor Advisors for the Gift Fund after the death or incapacity of the initial Advisors. Such Successor Advisors shall have the privilege of offering recommendations appropriate for the Gift Fund. An Advisor may change this designation at any time by completing the Advisor Information Form available from the Foundation. When Successor Advisors become the active Advisors for the Gift Fund, all Fund correspondence will be sent to Successor Advisor 1, unless otherwise specified. Please refer to The Charitable Giving Guide for further information. Successor Advisor 1 (if applicable): FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., Xx. Xxxxx X. Smith or Xxx Xxxxx) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business Successor Advisor 2 (if applicable): FULL NAME (first, middle, last) PREFERRED SALUTATION (e.g., Xx. Xxxxx X. Smith or Xxx Xxxxx) HOME ADDRESS CITY STATE ZIP RELATIONSHIP TO DONOR DATE OF BIRTH (optional) BUSINESS OR ORGANIZATION NAME TITLE BUSINESS ADDRESS CITY STATE ZIP HOME PHONE BUSINESS PHONE CELL PHONE E-MAIL (preferred) Preferred Phone: □ Home □ Business □ Cell Preferred Mail: □ Home □ Business