Investors Philanthropic Donor Advised Fund Application

Donor Advised Fund Application

Please pick one:

Establish a New Fund

Update Fund Information

Name of Fund*

e.g. O Hill Family Fund or ABC Corporate Fund (Name must end with “Fund”)

Donor Advisor: has full advisory privileges over a fund, including grant recommendations, investment recommendations, naming of investment advisors and successors.

First Name *

Last Name *

Phone *

Email *

Legal Address *

City *

State *

Country

Postal Code *

LinkedIn Handle (optional)

Instagram Handle (optional)

Fund Creation

Initial irrevocable gift to establish a fund:

$

Check made payable to Investors Philanthropic

Total Contribution

$

Please describe the gift fund (transfer, credit card payment, personal property, real estate, testamentary)

Planned Gifts

I have remembered Investors Philanthropic in my estate plans

I would like more information on how to include Investors Philanthropic in my estate plans

Primary Contact

Full Name (if different from above):

Email Address

Investment Advisor

Do you have an investment advisor? *

Yes

No

Investment Advisor Contant Information: *

The Donor Advisor designates the identified Investment Advisor with authority to make investment recommendations. Such Investment Advisor shall have no other privileges with respect to the Fund.

Gifting Advisor

Do you have a gifting advisor? *

Yes

No

Gifting Advisor Contact Information *

The Donor Advisor designates the identified Gifting Advisor with authority to make gift recommendations. Such Gifting Advisor shall have no other privileges with respect to the Fund.

Recognition and Thanks

Your selected Donor Advised Fund name will appear prominently on checks for grants to your selected charities, from your account, unless anonymity is requested.

Your Fund’s name will also be included on a grant transmittal letter which may also at your discretion, reference specific naming or gift recognition agreements and/or understandings with your selected charities including schools, universities, the arts, hospitals, libraries and religious organizations all of which must be IRS approved 501(c)(3) nonprofit entities.

How would you like to be recognized?

e.g. Mr. and Mrs. John Doe, Jane and John Doe, The Doe Family, ABC Corporation)

An organization that has received grants from the fund may wish to send information to you directly. Please indicate your preference.

Would you like to remain anonymous? *

Yes, please make all grants from the fund anonymous.

No, you may share my information.

Note: anonymity can be customized on a grant-by- grant basis.

How would you like to be thanked by nonprofits?

Acknowledgement

I have read Investors Philanthropic's Policies and Guidelines, Fund Terms and Conditions and agree to the fees, terms and conditions described. I understand that any contribution to Investors Philanthropic, represents an irrevocable gift to Investors Philanthropic, whose Board of Trustees has variance power under IRS regulations. However, I understand that as a “Donor Adviser” I have the right to make grant recommendations to Investors Philanthropic on gifts and to recommend investment strategies for any contributions I make to Investors Philanthropic.

I hereby certify, to the best of my knowledge, that all information presented in connection with this form is accurate, and I will notify Investors Philanthropic promptly of any changes to the information provided.