Donor Advised Fund
Grant Recommendation Form
Please use this form to recommend grants from your Donor Advised Fund at The Cape Cod Foundation. By doing so, you help us process your grant recommendations more quickly. After completing all sections for each recommendation, please sign in the appropriate space on the reverse side, and mail to the Foundation at 259 Willow Street, Yarmouthport, MA 02675.
NAME OF DONOR-ADVISED FUND: ______________________________________________ _______________________________________________________________________________
NAME OF ADVISOR(S) MAKING RECOMMENDATIONS: ____________________________ _______________________________________________________________________________
As Advisor to the above Fund, I recommend that the Board of Directors of The Cape Cod Foundation consider the following grants:
Recommendation #1
Agency Name ___________________________________________________________________
Address ________________________________________________________________________
Contact Name and Title ____________________________________________________________
Phone ____________________ Grant Amount _________________________________________
Purpose (if other than general support) ________________________________________________
Special Instructions (if any) _________________________________________________________
_______________________________________________________________________________
Recommendation #2
Agency Name ___________________________________________________________________
Address ________________________________________________________________________
Contact Name and Title ____________________________________________________________
Phone ____________________ Grant Amount _________________________________________
Purpose (if other than general support) ________________________________________________
Special Instructions (if any) _________________________________________________________
_______________________________________________________________________________
Recommendation #3
Agency Name _________________________________________________________________________
Address ______________________________________________________________________________
Contact Name and Title _________________________________________________________________
Phone ____________________ Grant Amount ______________________________________________
Purpose (if other than general support) _____________________________________________________
Special Instructions (if any) ______________________________________________________________
Recommendation #4
Agency Name _________________________________________________________________________
Address ______________________________________________________________________________
Contact Name and Title _________________________________________________________________
Phone ____________________ Grant Amount ______________________________________________
Purpose (if other than general support) _____________________________________________________
Special Instructions (if any) ______________________________________________________________
_____________________________________________________________________________________
Recommendation #5
Agency Name _________________________________________________________________________
Address ______________________________________________________________________________
Contact Name and Title _________________________________________________________________
Phone ____________________ Grant Amount ______________________________________________
Purpose (if other than general support) _____________________________________________________
Special Instructions (if any) ______________________________________________________________
_____________________________________________________________________________________
I attest that the recommendations above do not represent payment of a pledge or other personal financial obligations on behalf of the fund representative(s), and that no tangible benefit, goods or services were received by any individual or entities connected with the Fund. I understand that final judgment on these recommendations rests in the hands of the Board of Directors of The Cape Cod Foundation, whose charge it is to see that all distributions are consistent with the purposes of The Cape Cod Foundation.
_________________________________________________ ________________________________
Signature of Advisor Date
_________________________________________________ ________________________________
Signature of Advisor Date
Please return this form to The Cape Cod Foundation, 259 Willow Street, Yarmouthport, MA 02675.