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Gift a Fund CGF Application

Please complete the below form to access the JCF fund that has been gifted to you.

Phone
This field is for validation purposes and should be left unchanged.
Child Information
All recommendations pertaining to the fund require the signature of one adult Fundholder for children under the age of 18. Once the child turns 18, the adult will be removed from the fund and the child will act independently.
Name of Child*
First Last
Date of Birth of Child*
Child's Email*
Child's Cell Phone
Child's Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Adult Information
Adults may name the fund, recommend grant distributions, recommend investment allocations, designate Authorized Parties, and submit a succession plan.
Number of Adults*
- 1
- 2
Adult 1
Name of Adult 1*
First Last
Relationship to Child
Date of Birth*
Last 4 Digits of SSN*
Social Security number is required for security purposes
Preferred mailing address*
- Home
- Business
Home Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Name
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Cell Phone*
Home Phone
Business Phone
Preferred phone*
- Home
- Cell
- Business
Occupation
Synagogue
Adult 2
Adult 2*
First Last
Relationship to Child
Date of Birth*
Last 4 Digits of SSN*
Is preferred address same as Adult 1?*
- Yes
- No
Preferred mailing address*
- Home
- Business
Home Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Name
Business Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Home Phone
Cell Phone*
Business Phone
Preferred phone*
- Home
- Cell
- Business
Occupation
Synagogue
Name Your Fund
The fund is named in honor of the child. Grants made from the fund are accompanied by a letter which includes the fund name as well as the name and address of the child recommending the grant, unless anonymity is requested. A fund number will be assigned once your fund application is received.
Name of your fund:*
May we list your fund name in our Annual Report?*
- Yes
- No
Acknowledgements and Signatures
*
- 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 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 acknowledge that once the child on the fund turns 18, (s)he will manage the fund independently
Digital Signature Adult 1:*
Please type your name
Digital Signature Adult 2:*
Please type your name

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