Transition Form: Successor -> Fundholder

Step 1 of 4

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As Successor(s), you will now become the Fundholder(s) and assume all privileges, including recommending grant distributions and investment allocations, designating Authorized Parties and submitting a succession plan.
Fund Name
Fund Number
Fundholder 1
Name of Fundholder 1*
Title First Name Last Name
Preferred Name / Nickname
Date of Birth*
Year
Month
Day
Home Phone
Mobile Phone*
Work Phone
Work Extension
Email*
Primary Address*
(where we will be sending mail)
Company
Primary Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Home Address?
- Yes
Home Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Second Home Address?
- Yes
Second Home Address*
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Work Address?
- Yes
Company
Work Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Last 4 Digits of SSN*
Social Security number is required for security purposes
Synagogue
Occupation
Do you have a private foundation?*
- Yes
- No
This field is hidden when viewing the form
Click here if you would like to add another Fundholder
- Yes
- No
Fundholder 2
Name of Fundholder 2*
NOTE: All Fundholders have full privileges on the fund, and can act independently. To add other people to your account with fewer privileges, see steps 2-3 for designating Authorized Parties and Successors.
Title First Name Last Name
Preferred Name / Nickname
Date of Birth*
Month
Day
Year
Relationship to Fundholder 1
Home Phone
Mobile Phone
Work Phone
Work Extension
Email*
Is primary address same as Fundholder 1?
- Yes
- No
Primary Address*
(where we will be sending mail)
Company
Primary Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Home Address?
- Yes
Home Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Secondary Home Address?
- Yes
Secondary Home Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Add a Work Address?
- Yes
Company
Work Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Last 4 Digits of SSN*
Social Security number is required for security purposes
Synagogue
Occupation

Authorized Parties
You may authorize your assistant, accountant, tax advisor, family member or other person to obtain confidential information about your fund balance, contribution and grant history, and financial information by phone, fax, mail or online. The individual(s) you name below will have these privileges only during your lifetime. You may add or remove Authorized Parties at any time by written request.
Would you like to designate an Authorized Party?*
- Yes
- No
First Authorized Party
Name of Authorized Party
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type*
Email
Company (if applicable)
Preferred Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Relationship to Fundholder
Additional Privileges
Please select which additional privileges, if any, you would like to extend. The individual you named will have these privileges only during your lifetime. We will mail them a Policies and Procedures booklet and an Authorized Party Agreement, which must be returned to us before they obtain this additional privilege. You may add or remove Authorized Parties at any time by written request.
- Recommend grants in his/her own name
- Sign grant recommendations on my behalf, during my lifetime
- Sign investment recommendations on my behalf, during my lifetime
Do you want to add a second Authorized Party?
- Yes
- No
Second Authorized Party
Name of Authorized Party
First Name Last name
Date of Birth
Year
Month
Day
Phone
Phone Type*
Email
Company (if applicable)
Preferred Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Relationship to Fundholder
Additional Privileges
Please select which additional privileges, if any, you would like to extend. The individual you named will have these privileges only during your lifetime. We will mail them a Policies and Procedures booklet and an Authorized Party Agreement, which must be returned to us before they obtain this additional privilege. You may add or remove Authorized Parties at any time by written request.
- Recommend grants in his/her own name
- Sign grant recommendations on my behalf, during my lifetime
- Sign investment recommendations on my behalf, during my lifetime
Do you want to add a third Authorized Party?
- Yes
- No
Third Authorized Party
Name of Authorized Party
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type*
Email
Company (if applicable)
Preferred Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Relationship to Fundholder
Additional Privileges
Please select which additional privileges, if any, you would like to extend. The individual you named will have these privileges only during your lifetime. We will mail them a Policies and Procedures booklet and an Authorized Party Agreement, which must be returned to us before they obtain this additional privilege. You may add or remove Authorized Parties at any time by written request.
- Recommend grants in his/her own name
- Sign grant recommendations on my behalf, during my lifetime
- Sign investment recommendations on my behalf, during my lifetime
If you would like more than three Authorized Parties on your fund, please call JCF at 212-752-8277.

All succession plans must be submitted in writing and approved by Jewish Communal Fund during your lifetime. You may change your successor designations at any time. You may not designate successors through your will. Successors assume all the privileges of recommendation following the death of the last surviving Fundholder. A successor may designate his or her own successors, unless the Fundholder has indicated otherwise.
I will complete my succession plan now*
- Yes
- No
You can leave your fund to individual(s), charitable organization(s), or a combination of the two. Please choose from the following:*
- I would like individual(s) to succeed me on my fund
- I would like charitable organization(s) to succeed me on my fund
- I would like to divide remaining assets between individual(s) and charities
Designating Individual Successors*
Please select one of the above options to indicate how your Successors will share the responsibilities of the fund.
- Each Successor may act independently
- Divide remaining assets evenly to establish separate funds for each Successor
First Successor
Name
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type
Email
Company (if applicable)
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Percent of Fund Assets
Relationship to Fundholder
Do you want to add an additional successor?
- Yes
- No
Second Successor
Name
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type
Email
Company (if applicable)
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Percent of Fund Assets
Relationship to Fundholder
Do you want to add an additional successor?
- Yes
- No
Third Successor
Name
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type
Email
Company (if applicable)
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Percent of Fund Assets
Relationship to Fundholder
Do you want to add an additional successor?
- Yes
- No
Fourth Successor
Name
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type
Email
Company (if applicable)
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Percent of Fund Assets
Relationship to Fundholder
Do you want to add an additional successor?
- Yes
- No
Fifth Successor
Name
First Name Last Name
Date of Birth
Year
Month
Day
Phone
Phone Type
Email
Company (if applicable)
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Percent of Fund Assets
Relationship to Fundholder
First Successor Charity
If you do not wish to name a successor, you may recommend that the remaining assets in the fund be distributed upon your death to one or more IRS-qualified public charities. The charities are subject to review and approval by the Jewish Communal Fund. If the organization is no longer a public charity or is not otherwise approved by JCF, we will transfer the income and principal remaining in the fund to the JCF Special Gifts Fund.
Name of Organization
Percent of Fund Assets
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country
Do you want to add an additional successor charity?
- Yes
- No
Second Successor Charity
Name of Organization
Percent of Fund Assets
Address
Street Address Street Address 2 City State / Province ZIP / Postal Code Country

Terms and Conditions*
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 agree
Fundholder Rights*
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 agree
Terms and Conditions*
I understand that if no Successor or successor charity designation is on file at the Jewish Communal Fund, then at the time of the death of the last Fundholder, the income and principal remaining in the fund will be transferred to the JCF Special Gifts Fund. The Board of Trustees of the Jewish Communal Fund assumes responsibility for distributing income and principal from said Fund.
- I agree
Legal Fees / Expenses*
I understand and agree that JCF reserves the right to deduct from my donor advised fund any legal fees or expenses that JCF incurs as a result of any judicial or regulatory action or inquiry (including an IRS audit), or any third-party claim, in each case related to grant recommendations and/or contributions I or other permitted parties have made in respect of the fund.
- I agree
Digital Signature*
Please type your name.
Digital Signature for Second Fundholder
Please type your name.

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Transition Form: Successor -> Fundholder

Step 1 of 4

Fundholder 1

Fundholder 2

Authorized Parties

First Authorized Party

Second Authorized Party

Third Authorized Party

First Successor

Second Successor

Third Successor

Fourth Successor

Fifth Successor

First Successor Charity

Second Successor Charity