Appointment of New Fundholder Form

A. Fundholder Information
Fundholder Name*
First Last
Email*
Fund Name*
Fund Number
B. I would like to add the following person as a Fundholder on the fund:
Fundholders assume all privileges associated with the fund, including recommending grant distributions and investment allocations, designating Authorized Parties, and submitting a succession plan.
Name of new Fundholder*
First Last
Home Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Cell Phone
Email*
Please describe relationship between Fundholders (i.e spouses, siblings, etc.)
C. Signatures
*
- I certify that: (1) I am a Fundholder on this account and therefore authorized to make this request; (2) all information on this form is accurate; and (3) I will notify the Jewish Communal Fund of any changes.
Digital Signature*
Please type your name

A. Fundholder Information