Set up a Donor Advised Fund
Simply fill out the form below, and a representative from the Foundation will contact you shortly!
Your Full Name
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First Name
Last Name
Phone Number
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Area Code
Phone Number
E-mail
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Address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name of the Fund
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E.g. Joe and Jane Smith Advised Fund, Smith Family Fund, Joe and Jane Smith Giving Fund
Advisors
The named advisors will have the ability to recommend grants from the fund
Successor Advisors
If something should happen to the Advisors to the fund that makes them unwilling or unable to advise, you may list Successor Advisors to the fund
Continuity Plan
Creates an unrestricted fund in your name, with the balance pooled with others’ gifts in CFHZ’s “Community Endowment” and used at CFHZ’s discretion for significant, vetted grants to nonprofits that benefit the Holland/Zeeland community.
Creates a field of interest fund at CFHZ named for you, with interest from the fund directed to those local nonprofits that focus on the area(s)/need(s) you name.
Goes to create an endowment fund at CFHZ for a specific nonprofit to which you feel a strong affinity. Or, if the nonprofit(s) already has an endowment fund with CFHZ, donor advised funds balance is credited to that pre-existing fund.
Is bestowed on a percentage basis to the nonprofit(s) you have pre-designated via a designation form CFHZ provides you. We can release funds to those nonprofit(s) in a lump sum or over a pre-specified number of years.
Investment Options
Have the fund invested in our “main pool” which is a highly diversified portfolio pooled with more than 600 funds and houses our endowment assets..
Have the fund invested in a combination of the Vanguard Total World Stock Index Fund and the Vanguard Total Bond Market Index Fund. You can choose whatever split you want between these two funds. We will contact you for further clarification if you choose this option.
Not have the funds invested, in which case they will be held in cash.
Donor View Online Access
Let us know the username you would like to use for the online access to your fund. Once the fund is established we’ll email you details about how to log in and choose a password.
Public listing
List the name of my fund (not fund balance) in CFHZs Annual Report and on their website
Do not list the name of my fund
Additional Information
Submit
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