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Corporate Fund Application

Step 1 of 4

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Corporate Fund Application
Please follow these steps to establish a JCF Corporate Fund: 1. Fill out the Corporate Fund Application below. 2. Provide a Corporate Resolution signed by two officers stating that the board has agreed to a) the establishment of the JCF fund, and b) the appointment of representatives empowered to act on behalf of the organization (see Authorized Parties—section C). 3. Transfer Assets—see Ways to Contribute. 4. Select asset allocation: Review the Investment Performance Chart and complete the Fund Investment Recommendation Form.
A. Organization Information
Name of Organization*
Tax Identification Number
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Contact Name*
First Last
Title of Contact*
Contact E-mail*
Contact Preferred Phone*
Contact Cell Phone*
Contact Business Phone*
Contact Home Phone*
B. Name of Fund
The organization has the privilege of naming the fund.
Name of Fund*
May we list the fund name in our Annual Report?*
- Yes
- No

C. Authorized Parties/Signatories
The organization must authorize individuals who will act on its behalf to obtain fund information, recommend grants to charities, and make investment recommendations. Please list a minimum of two Authorized Parties/Signatories; one must be a board officer, and the other can be a board officer or a member of the organization’s senior staff. Additional Authorized Parties/Signatories may include organization’s senior staff, board members, accountant, attorney or any other individual designated to obtain information regarding the fund. The organization may add or remove Authorized Parties at any time by submitting a Corporate Resolution. To add additional Authorized Parties, see Authorized Parties Form. Please note that grant and investment recommendations must have a minimum of two signatories.
How many Authorized Parties are required to act jointly?*
- 2
- 3
- 4
First Authorized Party
Name*
First Last
Date of Birth*
Month
Day
Year
Relationship to Organization*
Email*
Preferred Phone*
Cell Phone*
Business Phone*
Home Phone*
Preferred Address*
Company Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Additional privileges
- Sign grant recommendations
- Sign investment recommendations
Second Authorized Party
Name*
First Last
Date of Birth*
Month
Day
Year
Relationship to Organization*
Email*
Preferred Phone*
Cell Phone*
Business Phone*
Home Phone*
Preferred Address*
Company Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Additional Privileges
- Sign grant recommendations
- Sign investment recommendations
Would you like to add another Authorized Party?
- Yes
- No
Third Authorized Party
Name*
First Last
Date of Birth*
Month
Day
Year
Relationship to Organization*
Email*
Preferred Phone*
Cell Phone*
Business Phone*
Home Phone*
Preferred Address*
Company Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Additional Privileges
- Sign grant recommendations
- Sign investment recommendations
Would you like to add another Authorized Party?
- Yes
- No
Fourth Authorized Party
Name*
First Last
Date of Birth*
Month
Day
Year
Relationship to Organization*
Email*
Preferred phone*
Cell Phone*
Business Phone*
Home Phone*
Preferred Address*
Company Name
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

D. Corporate Resolution
Please upload Corporate Resolution here or e-mail it to [email protected]
File
Max. file size: 2 GB.
Irrevocable Contribution
How will you make your initial irrevocable contribution?*
- Cash/Credit Card
- Marketable Securities
- Mutual Fund Shares
- Interfund Transfer
Cash/Credit Card
- Send check: Make payable to Jewish Communal Fund
- Wire Cash: Please call JCF before wiring
- Credit Card
Credit Card Fee*
- I affirm that a 2.2% + $0.30 fee (2.25% for American Express) will be deducted from all credit card transactions.
You will receive a tax deduction for the full amount of the donation. However, 2.2% plus $0.30 per transaction will be deducted from all Discover, MasterCard and Visa transactions (2.25% for American Express). For example, a $5000 donation will credit $4,889.70 to your account. This 2.2% + $0.30 fee is charged by the credit card companies. If you want to have the full $5,000 credited, please fund your account with a check or wire transfer. Please call JCF at 212-752-8277 for more information.
Amount*
Marketable Securities
If you are transferring securities via DTC, please send one copy of the Securities Transfer Instructions form to your broker and a copy to the Jewish Communal Fund.
Broker Name
First Last
Firm Name
Phone
Phone Type
Email
Name of Security
Approximate Dollar Amount
Mutual Fund Shares
Please call JCF for transfer instructions: 212-752-8277 Monday-Thursday 9am-5pm or Friday 9am-4pm EST
Number of Shares or Units
Approximate Dollar Amount
Interfund Transfer
To process an interfund transfer, please recommend a grant to JCF and include new fund name under the purpose field.
Approximate Dollar Amount

How did you hear about Jewish Communal Fund?*
- CBS Radio
- Bloomberg Radio
- Digital Ad
- Mailing
- Event
- Facebook
- LinkedIn
- Online Search/Google
- Newspaper Ad
- Press
- Financial Advisor
- Friends/Relatives
- I am an existing JCF Fundholder
- Other
Please select all that apply.
Other*
Referred by:
So we can send our thanks.
E. Acknowledgements on behalf of the Organization
*
- We acknowledge that we have read the Policies and Procedures Booklet and agree to its terms and/or conditions. We certify that all information in this application is accurate and complete and we will notify the Jewish Communal Fund by Corporate Resolution with any changes.
*
- We acknowledge that our appointed representatives are solely responsible for making investment allocations, and understand that JCF cannot be held responsible for the performance of the investments.
*
- We acknowledge that the organization can only add or remove Authorized Parties/Signatories by submitting a Corporate Resolution.
*
- We acknowledge that should the organization choose to solicit contributions for the Fund through an event with which there is an associated non-deductible portion, the organization must so inform the Jewish Communal Fund and we understand that the Jewish Communal Fund will not issue a tax substantiation letter for those contributions.
F. Signatures
Two officers of the organization must sign below on behalf of the designated organization.
Digital Signature (Officer 1)*
Please type your name.
Digital Signature (Officer 2)*

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