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Community Foundation of North Florida
Promotion and support of charitable giving
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TREPC
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Home
About
What We Do
Who We Are
Our Financials
Donors
Become a Donor Fundholder
Donor Fund Types
Ways to Give
Legacy Giving
Nonprofits
Become an Agency Fundholder
Our Agency Funds
Grant Opportunities
Advisors
TREPC
Donor & Corporate Advised Grant Recommendation Form
FUNDHOLDER INFORMATION
Fund Advisor Name
(Required)
First
Last
Your Fund Name
(Required)
GRANTEE OPTION 1
Grant directly to a Nonprofit Organization
(Required)
Use the + if recommending a grant to more than one nonprofit organization.
Organization Name
Grant Purpose (Indicate General Support if there is no specific purpose)
Grant Amount
Special Instructions (Attn: or At the request of)
Grant is Anonymous (Yes or No)
Add
Remove
GRANTEE OPTION 2
Grant to a CFNF Agency Endowment Fund
Use the + if recommending a grant to more than one CFNF Agency Endowment Fund. Please visit the CFNF website for a list of nonprofit organizations with an CFNF endowment fund. Go to www.cfnf.org - Nonprofits - Our Agency Funds
Agency Name
Grant Amount
Grant is Anonymous (Yes or No)
Add
Remove
TRIBUTE GRANTS (optional)
The grants that you are recommending can be made in honor or memory of someone. Please indicate if you grant is a tribute and if you would like the Community Foundation to send acknowledgement of your grant on your behalf.
TRIBUTE GRANTS
My grant is a Tribute
Tribute Grant #1
(Required)
Grantee Organization Above
Tribute Type (In honor or In memory)
Name of Individual being recognized
Notification Information
Name of individual to notify
Address
City
State
Zip
OR Email
Tribute Grant #2
Grantee Organization Above
Tribute Type (In honor or In memory)
Name of Individual being recognized
Notification Information
Name of individual to notify
Address
City
State
Zip
OR Email
Tribute Grant #3
Grantee Organization Above
Tribute Type (In honor or In memory)
Name of Individual being recognized
Notification Information
Name of individual to notify
Address
City
State
Zip
OR Email
DISCLOSURE AGREEMENTS
Prohibited Benefits
(Required)
Grants may not result in benefits, goods or services to (a) you or members of your family or businesses you control or (b) any other advisers to the fund or members of their families or businesses they control. Failure to observe this restriction can subject you or other fund advisers to tax penalties. Prohibited benefits include the payment of pledges, event tickets, meals, sponsorship, registration fees, discounted merchandise, preferred parking and/or seating and memberships unless the membership confers nothing of value.
I agree
Athletic Tickets
(Required)
Effective January 1, 2018 the IRS eliminated the charitable deduction for amounts paid to or for the benefit of a college or university for which in return anyone receives the right to purchase tickets or seating at an athletic event in the university's stadium. Therefore, grants made from Donor Advised Funds to a college or university must be made exclusively for charitable purposes and may not be connected in any way with the purchase, or opportunity to purchase, tickets to an athletic event.
I agree
Mission Grants
(Required)
In accordance with the IRS, grants from Donor Advised Funds may not go to any individual and may not go to a nonprofit for the benefit of a specified individual. The cover letter accompanying grants referencing the support of a specified individual will note that the grant is not intended for the benefit of any individual and that the nonprofit has complete control over the use of the funds.
I agree
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Phone
This field is for validation purposes and should be left unchanged.
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