Donor Advised Fund Agreement

1500 Cornwall Avenue, Suite 202, Bellingham, WA 98225 | 360-671-6463 | www.whatcomcf.org

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Name of Fund Fund Owner & Advisor (See

definitions below):
_______________________________________
e.g., Mary Smith Fund or Foothills Fund
_______________________________________________
Name(s)
Memorial Fund? In Memory or in Honor
___________________________________________
of: Address
_______________________________________
_______________________________________ ________________________________________________
City
State Zip
Fund Description (Optional) ________________________________________________
____________________________________ Preferred Phone
____________________________________ ________________________________________________
____________________________________ Email Address
____________________________________
________________________________________________
____________________________________
____________________________________ Company Name

____________________________________ ________________________________________________
____________________________________ Title

____________________________________ ________________________________________________
Date(s) of Birth

..................................
.......... Additional Fund
Contact by Grantees: Representative:
(To receive copies of statement)
Organizations that receive grants from the
fund may wish to send you information. ________________________________________________
Please indicate your contact preference for Name
the custom grant letter. (Please select
________________________________________________
one.)
Address

________________________________________________
Do not provide my address, but City
forward on correspondence State Zip

________________________________________________
Do not provide address & do not Preferred Phone
forward correspondence
________________________________________________
Email Address

FOR OFFICE USE ONLY

................................................................................
STAFF PERSON INIATING FUND_________________
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Fund Owner: The donor(s) making the gift that will establish the fund. Individuals have full advisory privileges with
STAFF CONTACT_____________________________
the fund, including grant recommendations, investment pool recommendations, naming of successor advisors and
other fund advisory privileges.
Fund Advisor: Individual who advises the fund through grant recommendations only.
Fund Representative: Individual who has access to fund information but no advisory privileges.
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Donor Advised Fund Agreement
_
________________________________________________Da _
te of Birth
______________________________________
______________________________________
________________

Referral Information
Successor Advisor Election
________________________________________________Ref (Optional)
erred to Whatcom Community Foundation by Fund founders may create a succession plan for a
________________________________________________Rel donor advised fund, naming individuals within a
ationship succeeding generation to assume advisory
privileges in the event of the Fund Founder and
________________________________________________Pro Fund Advisors death, resignation, inability or
fessional Advisors Company and Title unwillingness to advise the fund. Successor
advisors are not entitled to name their successors.

Organizations I Care About: Successor Advisor

(Can be modified later)
__________________________________________ ___________________________________________Na
me
__________________________________________
__________________________________________ ________________________________________________Ad
__________________________________________ dress Permanent Seasonal
Business
___________________________
________________________________________________Cit
Causes that Matter to Me: y State
Zip
Hunger & Poverty
Economic Development _______________________________________________Ho
Food & Agriculture me Phone Mobile
Phone
Environment
Health & Wellness ________________________________________________Bu
Education siness Phone
Fax
Arts & Culture
Building Community ________________________________________________Em
Strengthening Nonprofit ail Address
Organizations ________________________________________________Co
mpany Name

________________________________________________Titl
My Philanthropic Goal(s): e
______________________________________
________________________________________________
______________________________________ Relationship to Fund Founder/Advisor
______________________________________
______________________________________
Termination
______________________________________ ___ (initial here)
______________________________________ At the time of death of the initial and any named
______________________________________ successor advisor(s) or dissolution of the advisory
group, non-endowed advised funds of less than
Donor Advised Fund Agreement
$10,000 shall become part of the Foundations
Field of Interest Endowment consistent with
closed and the balance transferred to the
the donors interests, or, if none stated, to the
Foundations Field of Interest Endowment that
Foundations Unrestricted Endowment. In the
reflects the intent of the donors or to the Whatcom
event that gifts to an endowed fund do not reach
Community Foundations Community Grants
the minimum within three years, the fund will be
Endowment.

____Initials Page 2 of 4

Fund Creation
Initial Gift: $__________ Minimum of $5,000 required to establish a non-endowed fund of the Whatcom
Community Foundation. A minimum of $10,000 required to establish an endowed fund.

Check made payable to Whatcom Community Foundation

Securities (Complete the Securities Transfer Letter and refer to WCFs Wire Transfer Instructions, or call
360.671.6463 for assistance) Publicly Traded Privately Held* Restricted* Number of shares _____
Name of Company:___________________________
Other Type of Gift*
(Describe the gift, e.g., Real Estate, Wire Transfer, Personal Property, Insurance Policy, Credit Card):
___________________________

* Additional information will be required. Please contact the Whatcom Community Foundation at 360.671.6463

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The Fund for Whatcom County and the WCF Leadership Fund address community needs
& opportunities. Through these funds, we make direct grants, conduct research, build partnerships and
ensure results and impact in the community. In addition, these funds allow us to respond to emergency
needs. These permanent charitable resources grow through your support. We invite you to consider
supporting these critical funds with an additional gift today.

Additional Gift Today:

Yes! I would like to make an additional gift today of $___________ to the:

Fund for Whatcom County: thoughtful, responsive grantmaking
WCF Leadership Fund: innovative programs & services at the Foundation
Impact Investing Fund

TOTAL GIFT TO WCF TODAY: $___________________________________

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Fund Duration
I have read the Spending Policy, the Donor Advised Fund Terms & Conditions, the Administrative
Service Fee Policy, and the Investment Policy, and I intend that this fund will be (Select one):

Endowed. The fund shall be maintained in perpetuity with distributions subject to WCFs
Spending Policy. I have read the Endowment Policy & the Spending Policy
OR
Spendable. All assets in this fund will be available for distribution. You may request an
investment option form if you would like to have these funds invested in a midterm investment
Donor Advised Fund Agreement
pool.

Investment Allocation
Investment Management Options for Endowed Funds
Select from the following WCF Investment Pool options:
Long Term Pool (long-term growth and grantmaking)
Socially Responsible Pool (social and environmental concerns incorporated into
investment choices)
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Estate Planning
I have remembered the Whatcom Community Foundation in my estate plans.
I would like to receive information on including in my estate plans by: Mail E-mail
Phone call

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Fund/Donor Recognition Preferences

Do not list my name on donor or fund I am willing to be featured in WCF
advisor listings. publications/Web sites.
Do not include this fund in any published I am willing to be interviewed for media
fund listings. stories.

Acknowledgment & Signatures
I acknowledge that I have received and read the Whatcom Community Foundations Donor
Advised Fund Terms & Conditions, the Administrative Fee Policy, and the current Spending
Policy, and agree to the terms, fees and conditions described therein.

I understand any contribution, once accepted by the Whatcom Community Foundation

Board of Directors, represents an irrevocable contribution to the Whatcom Community
Foundation. The Whatcom Community Foundation Board of Directors has variance power
under IRS regulations, and this gift is not refundable to me. I hereby certify, to the best of
my knowledge, all information presented in connection with this form is accurate, and I will
notify the Whatcom Community Foundation promptly of any changes.

___________________________________________
________________________________________
Donor or Agent Signature Print Name

___________________________________________
________________________________________
Donor or Agent Signature Print Name

___________________________________________
Date
Donor Advised Fund Agreement

Whatcom Community
Foundation Signatures

__________________________________ ___________________________________
WCF Officer Signature _
Print Name
 ____________________________________
_____________________________________
Title Date

Mail two signed originals of this form to:

Whatcom Community Foundation
1500 Cornwall Ave, Suite 202
Bellingham, WA 98225

Special Instructions
______________________________________________________________________________
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___Initials 4 of 4