Donor Fund Agreement Questionnaire Thank you for your commitment to establish a Fund with the Woodbury Community Foundation (WCF).The information provided below will be used to develop the Fund Agreement between the WCF and you.How did you learn about the WCF and decided to select it for your charitable giving?Will the Fund be: Endowed (The principal balance of the fund is invested, and a portion of the investment income is used to support the recipient organization's programs or operations, while the principal remains intact and grows over time.) Non-endowed? What Fund have you selected Donor Advised Fund (A donation from an IRA is NOT allowed) Donor Designated Fund Field of Interest Fund Scholarship Fund Agency Fund Fiscal Sponsorship Fund Donor InformationYou will be designated in the Agreement as Funds Advisor.Your Name(Required) First Last Your Address(Required) Street Address Address Line 2 City ZIP Code Your Phone(Required)Your Email Address(Required) Email Address Confirm Email Address Co-Donor InformationTypically a spouse who will be designated in the Agreement as Fund Co-Advisor. Co-Donor Name(Required) First Last Co-Donor Address(Required) Street Address Address Line 2 City ZIP Code Co-Donor Phone(Required)Co-Donor Email Address(Required) Email Address Confirm Email Address Successor Advisor InformationTypically the donor’s child or grandchild will be designated in the Agreement as a Fund Successor Advisor. if more than one Successor Advisor, add the informationIs there more than one Successor Advisor? Yes No Successor Advisor(Required) First Last Successor Advisor Address Street Address Address Line 2 City ZIP Code Successor Advisor Phone(Required)Successor Advisor Phone(Required)Successor Advisor Email Address(Required) Email Address Confirm Email Address Provide Additional Successor Advisor InformationDonation InformationWhat the value of the initial donation(Required)Do you expect to add to the Fund?(Required) Yes No How frequently do you expect to add to the fund?(Required)What is an estimated total value of the donations?(Required)How many grants/donations do you expect to make from the Fund each year?(Required)When you, your co-Advisor and/or Successor Advisors have not made grants or donations from your Fund for three years or more, and the WCF has attempted to contact with you, your Co-Advisor and the Successor Advisor(s) on numerous occasions requesting you begin making grants or donations again, the WCF will consider the Fund to be abandoned and the Fund Agreement to be void.Under such circumstances, to whom do you want to grant/donate the remainder of your Fund.(Required)Name of the Non-profit OrganizationOrganization Address(Required) Street Address Address Line 2 City ZIP Code Name of ContactPhoneEmail By examining the description of various Asset mixes and historical determine which of the Asset Mix best matches your risk tolerance.(Required)Note – Preservation of principal is not on the chart on page 3 as this risk tolerance choice means the donation should be invested in a savings account, CD’s, Treasuries or a money market fund. This will determine how you want your fund invested with a financial firm that the WCF currently has pooled funds. Preservation of principal (original and further donations to the Fund (investment would be placed in a savings account, CD’s, Treasuries or a money market fund. Income Balanced Plus Income Balanced Growth Plus Income Balanced Plus Growth Growth All Equity Example annual yields for each of the Asset mixesClick to view2024 Approved WCF Investment & Spending Policy Click to viewWhen you sign the Fund Agreement, you be asked to certify that you have read and understand the WCF Investment and Spending Policy(Required) Understood I understand that by submitting this fund request I am not yet approved, all fund agreements to be binding must be signed by the fund advisor and WCF Board Chair.(Required) Understood
