Final Grant Recommendations Form

Your Name*
First Last
Email*
Phone*
Fund Name*
Fund Number
Recommend Charities
As a Successor to a fund, you may recommend up to five charities to receive the final balance.
Organization Name #1*
Address
City State
Tax ID
Percentage of fund assets*
Please indicate the percent of total fund assets you would like to grant.
Would you like to grant to another charity?*
- Yes
- No
Organization Name #2*
Address
City State
Tax ID
Percentage of fund assets*
Please indicate the percent of total fund assets you would like to grant.
Would you like to add another charity?*
- Yes
- No
Organization Name #3*
Address
City State
Tax ID
Percentage of fund assets*
Please indicate the percent of total fund assets you would like to grant.
Would you like to add another charity?*
- Yes
- No
Organization Name #4*
Address
City State
Tax ID
Percentage of fund assets*
Please indicate the percent of total fund assets you would like to grant.
Would you like to add another charity?*
- Yes
- No
Organization Name #5*
Address
City State
Tax ID
Percentage of fund assets*
Please indicate the percent of total fund assets you would like to grant.
Who should be acknowledged for the final grant(s)?*
Please indicate if the grant(s) are in memory or in honor of the person listed above.
- In memory
- In honor
Please provide an address for an acknowledgement letter to be sent.*
This address will be provided to the charities receiving the final grant(s) above.
Legal Statement*
CERTIFICATION & REQUIRED SIGNATURE(S): By signing this form, I hereby certify that neither I nor anyone else will receive any impermissible benefit from a recommended grant to this charitable organization. This includes, for example, admission to charitable events, membership that have a non-deductible portion, tuition, raffle tickets, and goods or services bought at a charitable auction. In addition, this grant recommendation is not for the benefit of specific individuals or families, and is not made for lobbying purposes or to support a political campaign. I understand and acknowledge that I cannot claim a charitable deduction for grants made by JCF.
- I agree

Final Grant Recommendations Form

Recommend Charities