Step 1: Name Your Fund
Choose a name for your fund. You may name it for yourself, for your family (i.e., John and Jane Doe Family Fund, Smith Family Fund), or in memory of someone. Grant acknowledgement letters sent to charities will reference this name, unless you choose to send grants anonymously.
Fund
Step 2: Appoint Advisor
The individual establishing the fund is the donor and serves as Primary Advisor. The donor may appoint additional Advisors, allowing them the privilege of recommending grants.
Name:
Suffix:
Preferred Name:
Date of Birth:
Address:
City:
State:
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip:
Home Phone:
Business/Cell Phone:
Last Name
†Email:
Full Access to DonorView Website?
Account Statement Delivery Preference?
†Required if you would like access to the online DonorView website
Step 3: Designate Successor Advisor or Charitable Beneficiary
You may designate one or more individuals as a Successor Advisor to succeed you in advising on the fund upon the death of the surviving Advisor, or you may name one or more charities as the Charitable Beneficiary of the balance of fund. If no Successor Advisor or Charitable Beneficiary is elected, The Fuller Foundation will award grants consistent with your last advised purpose.
Successor Advisor
You may choose to retain assets in the fund, and Successor Advisors will equally share fund administration, or you may choose to create separate funds and divide assets.
Name:
Suffix:
Preferred Name:
Date of Birth:
Address:
City:
State:
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip:
†Email:
Primary Phone:
Full Access to DonorView Website?
Relationship to Primary Advisor:
Percent of Fuller Donor-Advised Fund:
%
Charitable Beneficiary
You may choose one or more charitable beneficiaries and designate a specific percentage each charity should receive of the remaining balance. If no percentages are determined, The Fuller Foundation will disburse funds evenly among the listed charities.
Organization Name:
Address:
City:
State:
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip:
EIN:
Website:
Percent of Fuller Donor-Advised Fund:
%
Step 4: Recommend an Investment Option
Recommend how to allocate your contributions by choosing among the available options. If no strategy is selected below, 100% of the fund balance will be allocated to the Fuller Money Market Pool. The combined total must equal 100%.
1. Fuller Conservative Pool Aims for long-term capital preservation and limited asset growth, through apassively managed allocation of 25-40% equities and 60-75% fixed income.
%
2. Fuller Balanced Pool Aims for a mix of capital preservation, current income, and asset growth, through an allocation of 55-65% equities and 35-45% fixed income.
%
3. Fuller Growth Pool Aims for asset growth through an allocation of 80-95% equities and 5-20% fixed income.
%
4. Fuller Endowment Pool Aims to provide donors with long-term returns and limited volatility, through an allocation of 50-60% equities, 5-20% fixed income, and 20-35% alternatives.
%
5. Fuller Socially Responsible Pool Aims for equity investments with social impact. Consists of 100% socially screened equities.
%
Combined Total Must Equal: 100%
Step 5: Make an Initial Contribution
Please refer to The Fuller Foundation Donor-Advised Funds Guide for information on the types of gifts which can be accepted.
The minimum initial contribution of $5,000 should be made at the time your Fuller Donor-Advised Fund agreement is signed. Complete the applicable section below and check the appropriate box.
Statement Distribution
For Advisors with online access to the DonorView Website, account statements will be available for download on a monthly basis. If alternate statement preferences are preferred, please contact Client Services.
ACKNOWLEDGEMENT
By submitting this application, I acknowledge that I have read The Fuller Foundation's Donor-Advised Funds Guide and agree to the terms and conditions described therein. I understand that in order for my contribution(s) to qualify as an income tax deduction, my gift is irrevocable, and the ownership and custody of my donated property will be fully relinquished to The Fuller Foundation, that my communication regarding my Fuller Donor-Advised Fund is advisory only and ultimate decision and control relative to each of these issues, are the responsibility of The Fuller Foundation.
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