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There are several basic variables that will be needed in order for GCF's Giving Strategies Group to prepare a Declaration of Gift to establish a new fund:
- A description of the initial gift (i.e., 1,000 shares of Procter & Gamble Co. common stock or $50,000 cash).
- The name of the fund (i.e., the Joe and Mary Smith Fund of The Greater Cincinnati Foundation).
- The investment advisor for the fund, selected from the list of investment advisors with which GCF has relationships.
- If the fund is donor advised, who are the current advisors to the fund? Are there any successor advisors?
- If the fund is restricted to specific charities or for a field of interest, what are the specifics of the fund’s charitable purpose?
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A sample of a Declaration of Gift establishing an unrestricted fund is available here in PDF format*. For examples of documents establishing other fund types, contact a member of our Giving Strategies Group by calling (513) 241-2880. | |
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 * To download PDF files, you will need the Adobe Acrobat software installed on your computer. If you have the software, the forms will open automatically in your browser. If you need to download the free software, click the Adobe Acrobat button.
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