• Charitable Remainder Trusts

    You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
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  • Donor Advised Funds

    You fund a DAF and make charitable gift recommendations during your lifetime, and your children can carry on your legacy of giving.
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  • Your Legacy

    You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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  • Your Gift Matters

    When you give to Fuller Seminary, you invest in the future of men and women who advance God's work in your local community and across the globe.
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Fuller Donor-Advised Fund Application

Please complete the following application to establish a Fuller Donor-Advised Fund. If you have any questions about completing this form, please contact Client Services at (626) 792-3232 or clientservices​@thefullerfoundation.org.

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.

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.

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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.

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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.

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%.

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.

  • Check(s) should be made payable to "The Fuller Foundation".
    Include the name of your Fuller Donor-Advised Fund in the memo on check.
  • Please contact Client Services for cash wiring instructions.
  • Please contact Client Services for share transfer instructions
  • Please contact Client Services for additional information.

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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To learn how you can make a current or legacy gift to Fuller,
please contact us at 626.792.3232 or giftplanning@thefullerfoundation.org.