Donor-Advised Fund Application

Complete the form below to initiate the setup of you donor-advised fund. You can also learn more about the funding process and terms before proceeding

Complete the Application Below

1 – Your Fund

Name your Fund as you like. You can include your name or remain anonymous.
Examples: James Family Foundation, Pay It Forward Fund

Name of Fund

Area(s) of Impact

2 – Donor(s)

Donors are the people making the contribution to establish the donor-advised fund.

Donor Information

Please provide information for each donor.

Name	Date of Birth	Phone	Email	Actions

There are no Donors.

Maximum number of donors reached.

3 – Fund Advisor(s)

Fund Advisors make recommendations for all Fund-related matters, including grants and investments. Fund Advisors have online access to view fund statements and recommend grants.

Donor Is Fund Advisor

The Donor(s) listed in section 2 will serve as the Fund Advsior(s).

Please indicate how you would like the Fund Advisor(s) to act when making recommendations for the fund.(Required)

Independently

By Majority

By Unanimous Consent

Please indicate how you would like the Fund Advisor(s) to receive quarterly fund statements.(Required)

By Email

By Mail

Fund Advisor Information

If the Fund Advisor(s) is different from the Donor(s) named in section 2, please provide their information below.

Name	Date of Birth	Phone	Email	Actions

There are no Fund Advisors.

Maximum number of fund advisors reached.

Additional Fund Advisor(s)

To list fund advisors in addition to the Donor(s) above, please provide their information below.

Name	Date of Birth	Phone	Email	Actions

There are no Additional Fund Advisors.

Maximum number of additional fund advisors reached.

4 – Successor Advisor(s)

Successor Advisors make grant and investment recommendations for the Fund after the Fund Advisors are no longer able or willing to do so. You may list as many or as few Successor Advisors as you like.

No Successor Advisor

Check here if you DO NOT want to name a Successor Advisor. We will contact you regarding your charitable intent for the Fund.

Please indicate how you would like Successor Advisor(s) to act when making recommendations for the Fund. Select One:(Required)

Independently

By Majority

By Unanimous Consent

Successor Advisor Information

Name	Date of Birth	Phone	Email	Actions

There are no Successor Advisors.

Maximum number of successor advisors reached.

5 – Contribution Information

If you know how you plan to contribute, please provide details. If there are additional assets you plan to contribute to the Fund, please list in Section 9. If you plan to contribute intereset in a private business or real estate, please contact us to discuss the donation process. The minimal contribution to activate a fund is $5,000.

Estimated Initial Contribution(Required)

Contribution Type

Check Payable to: Pinellas Community Foundation

Wire

Securities or Mutual Funds

Financial Institution Providing Wire

Securities/Mutual Funds – Number of Shares and Symbol(s)

6 – Investment Recommendation

Please select one of the following options for your Fund’s investments.

Investment(Required)

Option 1: The assets in the Fund will be invested in Pinellas Community Foundation’s Investment Pools.
This option is available for funds of any size. Select from the options listed in the table below. Please note, allocations are approximate targets and subject to change atin the sole discretion of the Foundation.

Option 2: Donor(s) plans to contribute at least $1 million to establish this donor-advised fund and would like to discuss options with the Foundation for a customized asset allocation.

Investment Pools(Required)

Examine the table below and choose the corresponding desired option.

Moderately Aggressive

Conservative

Risk Averse

Investment Option 1 Allocation

		MORE RISK Long-Term Goals Lower Spending Rate		LESS RISK Short-Term Goals Higher Spending Rate

	Mix Options ➤	Moderately Aggressive	Conservative	Risk Averse
INVESTMENT POOLS	Cash	0%	0%	0%
	Money Market	0%	10%	100%
	Fixed Income	30%	90%	0%
	U.S. Equities	50%	0%	0%
	International Equities	20%	0%	0%
	Total Annual Fees ➤	0.65%	0.80%	0.55%

7 – Professional Advisor(s)

Please list additional professional advisors (accountants, attorneys, financial advisors) with whom the Foundation may share information about your fund upon inquiry.

Professional Advisors

Name	Firm Name	Email	Actions

There are no Professional Advisors.

Maximum number of professional advisors reached.

8 – Referral

Please list additional professional advisors (accounts, attorneys, financial advisors) with whom the Foundation may share information about your Fund upon inquiry.

Name

First Last

Organization Name

Phone

Email Address

If you did not receive a personal referral, please share how you heard about us:

9 – Additional Information

Please include any additional information you would like us to know.

Additional Information

Pinellas Community Foundation is a 501(c)(3) nonprofit organization registered with the state of Florida. A copy of the official registration and financial information for Pinellas Community Foundation (CH3646) may be obtained from the Division of Consumer Services by calling toll-free within the state 1-800-HELP-FLA (435-7352) or visiting www.FDACS.gov. Registration does not imply endorsement, approval, or recommendation by the state. Your gift may be tax-deductible; please consult your tax professional to explore your benefits.

We Can Help

Meg Lokey

Director of Donor and Advisor Relations

Email Meg
727-306-3142