Fuller Donor-Advised Fund Application

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.

†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.

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.

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.