Children's Giving Fund Application

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

Children’s Giving Fund Application

Step 1 of 5

Child Information

Adult Information

Adult 1

Adult 2

Name Your Fund

D. How Will You Make Your Initial Contribution?

Marketable Securities

Mutual Fund Shares

E. Investments

Acknowledgements and Signatures