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Designated Fund Application
Step
1
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4
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Designated Charitable Organization
A designated fund is for the sole benefit of a 501(c)(3) public charity. All assets in the designated fund may only be granted to the charitable orgnization listed below.
Name of Organization
*
Tax ID #
*
Name of Contact
*
First
Last
Title of Contact
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Alternative Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
*
Email
*
Name Your Fund:
*
The organization has the privilege of naming the fund.
May we list your fund name in our Annual Report?
*
Yes
No
AUTHORIZED PARTIES
The organization must authorize individuals who will act on its behalf to obtain fund information, recommend grants to the designated charity, and make investment recommendations. Two Authorized Parties must be board members/officers and one must be a member of the organization’s senior staff. Additional Authorized Parties may include organization’s senior staff, board members, accountant, attorney or any other person to obtain information about the fund. The organization may add or remove Authorized Parties at any time by submitting a Corporate Resolution.
*
Each Authorized Party may act independently
All Authorized Parties must act jointly
Name 1
Name of Authorized Party 1
*
First
Last
Date of Birth
*
MM slash DD slash YYYY
Date of Birth is required for security purposes
Relationship to Organization
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Sign grant recommendations
Sign investment recommendations
Obtain confidential information about fund balance, contributions, and grant recommendations from the Jewish Communal Fund by phone, fax, mail or online services
Do you want to add an additional Authorized Party?
Yes
No
Name 2
Name of Authorized Party 2
*
First
Last
Date of Birth
*
MM slash DD slash YYYY
Date of Birth is required for security purposes
Relationship to Organization
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Sign grant recommendations
Sign investment recommendations
Obtain confidential information about fund balance, contributions, and grant recommendations from the Jewish Communal Fund by phone, fax, mail or online services
Do you want to add an additional Authorized Party?
Yes
No
Name 3
Name of Authorized Party 3
*
First
Last
Date of Birth
*
MM slash DD slash YYYY
Date of Birth is required for security purposes
Relationship to Organization
Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Sign grant recommendations
Sign investment recommendations
Obtain confidential information about fund balance, contributions, and grant recommendations from the Jewish Communal Fund by phone, fax, mail or online services
Do you want to add an additional Authorized Party?
Yes
No
Name 4
Name of Authorized Party 4
*
First
Last
Date of Birth
*
MM slash DD slash YYYY
Date of Birth is required for security purposes
Relationship to Organization
Address
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Phone
Email
Sign grant recommendations
Sign investment recommendations
Obtain confidential information about fund balance, contributions, and grant recommendations from the Jewish Communal Fund by phone, fax, mail or online services
If you would like more than four Authorized Parties, please call Michelle Lebowits at 212-752-8277.
INITIAL CONTRIBUTION
Estimated Intitial Contribution $
Send Check: Make payable to Jewish Communal Fund
Wire Cash: Please call JCF before wiring
Marketable Securities
Mutual Fund Shares
*
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.
*
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 only successor to the fund is the public charity designated in section A, and that assets from this fund must only be granted to the designated charity.
*
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.
*
We acknowledge that should the organization dissolve or lose its designation by the IRS as a 501(c)(3) not-for-profit organization, the officers of the organization, with the approval of the Jewish Communal Fund’s Executive Committee, will grant the remaining funds to organizations with comparable mission statements.
*
We acknowledge that all contributions to JCF are under JCF's legal control and cannot be reported on the organization's financial statements.
Two officers of the organization must sign below on behalf of the designated organization.
Digital Signature:
*
Please type your name
Digital Signature Fundholder 2:
Please type your name
Email
This field is for validation purposes and should be left unchanged.
Δ
Get Started
What is a Donor Advised Fund?
Tax Benefits of Donor Advised Funds
Advantages of a JCF Donor Advised Fund
How to Start a Donor Advised Fund
Investment Options
Ways to Contribute to JCF
Grantmaking
Open a Fund
Why JCF?
The JCF Difference
Where You See Our Impact
Legacy Planning & Charitable Giving
Jewish Impact Investments
Private Client Group
JCF for Advisors
Resources & Guidelines
FAQs
JCF Giving Resources
Fee Calculator
Philanthropic Resources
2022 Giving Report
Policies & Procedures
Comparing a DAF to a Private Foundation
Refer a Friend to JCF
About Us
Our History
Board of Trustees
Leadership & Staff
Annual Reports & 990s
JCF News
Career Opportunities at JCF
For Advisors
Client Login
Contact Us
Search
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