Donor Advised Fund ApplicationPlease print, complete the form and mail to the address at the bottom of the application. Please contact our office at 812-424-5536 if you have any questions or need help completing the application
Donor Advised Fund Application
NAME OF APPLICANT: (Individual or Organization)
Address:
Phone: Email:
OFFICIAL CONTACT (If different from above.):
Name:
Address:
Phone: Email:
Title by which the Donor Advised Fund will be known:
The purpose of the endowment portion of the Donor Advised Fund will be:
The secondary purpose of the endowment portion of the Donor Advised Fund will be:
Endowment income checks should be payable to:
Name:
And mailed to:
Name:
Address:
Who will decide how the annual distribution received from this endowment will be used:
How and to whom will this endowment be promoted?
Who will be appointed as a Successor Advisor following the death or incapacity of the original Advisor?
Are there any special instructions, designations, restrictions or requirements for this endowment?
Are there donors, family members of donors or others associated with this endowment who should be invited to Foundation functions or added to The Foundation’s mailing list?
(Please attach a list if necessary)
NAME OF PERSON (S) COMPLETING THIS FORM:
(Please print or type)
(Signature)
(Phone) (Date)
Please complete this form and return to:
The Catholic Foundation of Southwestern Indiana, Inc. P.O. Box 4169 Evansville, IN 47724-0169 Phone: (812) 424-5536 Fax: (812) 421-1334 Email: foundation@evdio.org www.catholicfoundationswin.org
| Attachment | Size |
|---|---|
| Catholic Foundation Donor Advised Fund Application | 344.5 KB |
