Grant recommendation form

• Annually, the foundation will inform donor advisors with endowed funds of the spendable amount available for grants.  We will also provide a brief summary of all proposals being considered by the Grants Committee.
   
• Advisors to non-endowed donor advised funds may make grant recommendations to any 501(c)(3) public charity or government entity in the United States.
   
• Advisors can make grant recommendations at any time by submitting a written request or a grant recommendation form via mail, fax, email, or by contacting our office.
   
• Advisors wishing to remain anonymous (advisor name, fund name or both) should indicate this on the grant recommendation form or in their written request.
   
• In accordance with IRS regulations, advised grants will not be made to benefit specific individuals.  
   
• In accordance with IRS regulations, grant recommendations for pledges, memberships or tickets cannot be approved (with the exception of pledges to Community Foundation initiatives.)
   
  • After receiving your recommendation Foundation staff will:
     
• Verify that the organization is classified as a public charity under section 501(c)(3) of the Internal Revenue Code
• Contact the charity, if necessary, for additional information
• Seek Board of Trustee approval.
• Send the check and grant award letter to the recipient.
• Provide the advisor(s) with verification that the grant was approved and paid