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Grant Recommendation for Full Balance

Congratulations on continuing to share your blessings and support the organizations and causes you care most about. As you know, your donor-advised fund allows you to recommend grants to IRS-qualified charities at times of your choosing. Upon completion of our due diligence and approval process, grants will be sent directly to benefiting charities.
We are committed to acting on your grant recommendations promptly. In some cases, it may take longer to verify an organization’s charitable status and complete the due diligence process.
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Donor/fund advisor information
Explanation for Full Distribution
Note: Grants from your donor-advised fund cannot be used to fulfill a fundraising commitment or pledge.
*Acknowledgement: Grants to charities are accompanied by a grant letter that includes optional information as selected below. Please check only ONE box to indicate who should be acknowledged for the grant. Select the first option (Fund name, donor name(s) and address) if you would like the grantee organization to thank you directly. The donor name(s) will consist of the primary fund advisor(s) listed on the charitable fund account, unless you direct us otherwise.
Grant Recommendation Request
Grant 1
Grant 2 (optional)
Grant 3 (optional)
Grant 4 (optional)
Donor/Fund Advisor Signature(s)
I understand that while the vast majority of grant recommendations can be honored, certain types are restricted, including:
  • Grants that provide a more than incidental benefit to the donor or other third party. This includes: all or a portion of the cost to attend a charitable event or banquet, goods bought at charitable auctions, raffle tickets, grants to satisfy a financial obligation or any individual or entity, grants that fulfill fundraising or other commitments or pledges, or that are directed to or for the benefit of specific individuals (e.g. school tuition, scholarships earmarked for individuals); 
  • Grants to organizations whose purpose or work is not solely charitable or when the grant will be used for a non-charitable purpose (e.g. cemeteries, VFW, fraternal societies); 
  • Grants to private non-operating foundations; 
  • Grants to supporting organizations (501(c)(3)s identified in 509(a)(3) that do not have an IRS determination letter stating they are ‘Type I’ or ‘Type II’; and, 
  • Grants to churches for the purpose of scholarships. 
*As fund advisor, I recommend grants(s) listed above on this form from the named fund. I understand that this recommendation does not represent the payment of any pledge or other financial obligation of the undersigned nor provides any impermissible benefits.