New Fundholder Agreement

You have been designated as a Fundholder on a JCF fund. Fundholders assume all privileges associated with a fund, including recommending grant distributions, recommending investment allocations, designating Authorized Parties, and submitting a succession plan. Kindly provide the information requested below.
Fund Name*
Fund Number
Name*
First Last
Preferred Name/Nickname
Date of Birth*
Month
Day
Year
Last 4 Digits of Social Security Number – required for security purposes*
Preferred Address*
- Home
- Business
Company Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Phone
Home Phone
Cell Phone*
Email*
Relationship to Fundholder(s)*
Acknowledgements
*
- I acknowledge that I have read the Policies and Procedures booklet and agree to its terms and/or conditions. I certify that all information in this application is accurate and complete, and I will notify the Jewish Communal Fund of any changes.
- I understand that any contribution, once accepted by JCF, represents an irrevocable charitable contribution to JCF and is non-refundable.
- I acknowledge that the Fundholders have elected to act independently, and each Fundholder has the right to name the fund, recommend grant distributions, and recommend investment alternatives unless and until both Fundholders notify the Jewish Communal Fund to the contrary. There may be circumstances in which the Jewish Communal Fund may, in its discretion, require the Fundholders to provide joint instructions.
- I understand that if no Successor or successor charity designation is on file at the Jewish Communal Fund, then at the time of the death of the last Fundholder, the income and principal remaining in the fund will be transferred to the JCF Special Gifts Fund. The Board of Trustees of the Jewish Communal Fund assumes responsibility for distributing income and principal from said Fund.
- I understand and agree that JCF reserves the right to deduct from my donor advised fund any legal fees or expenses that JCF incurs as a result of any judicial or regulatory action or inquiry (including an IRS audit), or any third-party claim, in each case related to grant recommendations and/or contributions I or other permitted parties have made in respect of the fund.
Digital Signature*
Please type your name

New Fundholder Agreement

New Fundholder Agreement

Acknowledgements