New Fund Questions You can use this form to begin exploring a new donor-designed fund without making a trip to our office - although that's welcome, too! Type of Fund*Select one type of donor-designed fund Donor Advised Donor Designated Field of Interest Scholarship Agency Endowment Endowed or Non-Endowed*Endowed = principle is held in perpetuity and not spent; grants are made from income; Distribution Policy is currently 4% of a 3-year rolling average. Non-Endowed = income and principle can be granted down to zero. Endowed Non-Endowed Name of Fund*Select a name for your fund. It can be a family name or something anonymous such as "Apple Tree Fund." Tier 1 Purpose of Fund*An issue such as "music" or "education" or a town name where the grantmaking will focus. Tier 2 Purpose of Fund*If your Tier 1 purpose becomes obsolete, what's a secondary topic you want grants from your fund to support? Tier 3 Purpose of Fund*If your Tier 1 and Tier 2 purposes becomes obsolete, what's a secondary topic you want grants from your fund to support? You can also mark "unrestricted" and the CFGC Board of Trustees will use your fund to support a variety of charitable purposes throughout Grundy County. Frequency of expected grantmaking*How often do you expect to recommend grants from this fund? This is simply for CFGC planning purposes - you will not be held to your answer. Multiple times per year Once per year Once every 1-3 years Grow the fund for 5+ years first Unknown Expected Value of Initial Donated Asset*Please enter a number greater than or equal to 1.Type of Initial Asset to be Donated* Cash Stock/Securities Real Estate Other If other type of asset, please list it here: Donor(s) Name(s)*Anonymous fund names are possible but we need to know the name of the donor(s) - which will be kept confidential upon request. AdvisorsDo you want us to partner with your attorney, accountant, wealth manager, or other professional advisor? If so, please list them here. SuccessorsDo you want someone to recommend grants from this fund after your lifetime? If so, please list them here. Successors can include spouse, children, grandchildren, organization, or committee - depending on the situation. Donor Address*Street, City, State, Zip Donor Preferred Phone Number* Donor E-Mail* NameThis field is for validation purposes and should be left unchanged.