CREATE YOUR DONOR ADVISED FUND Spreading Joy. Changing Lives.®

Fund Workbook

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FIRST DONOR

Full name V Mr. V Ms. V Mrs. V Miss V Other _______

______________________________________________________

Date of birth _________________________________________

First donor’s primary address

Street ________________________________________________

City/State/Zip _________________________________________

Home phone __________________________________________

Cell phone ____________________________________________

Business phone ________________________________________

Email address _________________________________________

Preferred method of communication (select one)

V Home phone V Cell phone V Business phone V Email

Faith affiliation optional

Denomination/faith group ______________________________

ADDITIONAL DONOR if applicable

Full name V Mr. V Ms. V Mrs. V Miss V Other _______

______________________________________________________

Relationship to first donor spouse, child, friend, etc.

______________________________________________________

Date of birth _________________________________________

Additional donor’s primary address if different from first donor

Street ________________________________________________

City/State/Zip _________________________________________

Home phone __________________________________________

Cell phone ____________________________________________

Business phone ________________________________________

Email address _________________________________________

Preferred method of communication (select one)

V Home phone V Cell phone V Business phone V Email

Faith affiliation optional

Denomination/faith group ______________________________

Alternate address if applicable

Street ___________________________________________________________________________________________________________

City/State/Zip ____________________________________________________________________________________________________

Home phone ___________________________________________ Business phone ___________________________________________

Email address _____________________________________________________________________________________________________

Dates for alternate address: From ______________________ To ______________________

STEP 1 ABOUT YOU

A GIVING SOLUTION TAILORED TO YOUR NEEDSAt InFaith Community Foundation, we’re committed to helping you act on your faith and values by providing flexible

and effective charitable solutions. To create your customized donor advised fund and achieve your charitable goals,

follow these simple steps:

Go paperless with e-statements. Once your donor advised fund is established, you can request electronic delivery of statements at InFaithFound.org/fundlogin.

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Include all who are authorized to discuss your gift with InFaith staff. InFaith assumes your gift can be discussed with the professional advisor(s) identified on page 12, unless you check here. V See “Your Privacy” on page 15 for additional information.

Financial advisor __________________________________________ Phone/Email ___________________________________________

Attorney _________________________________________________ Phone/Email ___________________________________________

Accountant ______________________________________________ Phone/Email ___________________________________________

Other ___________________________________________________ Phone/Email ___________________________________________

Relationship of other to donor ______________________________________________________________________________________

STEP 2 ADDITIONAL CONTACTS

STEP 3 YOUR GIFT

Please indicate how you choose to give and the amount.

YOUR OPTIONS FOR GIVING APPROXIMATE VALUE ADDITIONAL DETAILS

GIVE NOW Outright gifts that provide immediate charitable support (not a trust, gift annuity or life insurance)

V Cash $_________________ ____________________

V Securities $_________________ ____________________ Please attach a copy of your brokerage statement with shares identified

V Real estate $_________________ ____________________ Please contact InFaith for a real estate questionnaire

GIVE LATER Gifts that occur upon death and provide future charitable support

V Life insurance to be owned by InFaith $_________________ ____________________ Please attach a copy of an in-force insurance illustration

V Bequest through a will $_________________ ____________________ Please contact InFaith for suggested language for will

V Beneficiary proceeds from IRA or other qualified retirement plan, annuity or life insurance $_________________ ____________________

V Beneficiary of non-InFaith trust $_________________ ____________________ Please contact InFaith for suggested language for trust agreement

V Life estate reserved $_________________ ____________________ Please contact InFaith for a real estate questionnaire

GIVE & RECEIVE Gifts that provide ongoing income payments and future charitable support

V Charitable gift annuity $_________________ ____________________ Contact InFaith for a Gift Annuity Application

Charitable remainder trust with InFaith as trustee: Contact InFaith for a Charitable Remainder Trust Application

V Charitable remainder annuity trust $_________________ ____________________

V Charitable remainder unitrust $_________________ ____________________

V Testamentary trust $_________________ ____________________

TOTAL GIFT $_______________

Gift asset details, including the cost basis for securities or real estate

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STEP 4 YOUR DONOR ADVISED FUND Please call InFaith if your charitable interests don’t fall neatly into either the Dynamic or Designated Donor Advised Fund options.

NAME YOUR FUNDCreate a fund in your name or a name that suits your fund’s purpose (e.g., The John and Mary Jones Fund). Your fund’s name will appear on grant checks from your fund to benefiting charities, unless you request anonymity.

Fund name: ____________________________________________________________________________________

Choose a Dynamic Donor Advised Fund (below) and/or Designated Donor Advised Fund (skip to page 5)

V DYNAMIC DONOR ADVISED FUND % of total gift _____________

Make grants from your fund to your favorite charities at any time. No minimum gift; minimum administrative fee applies. Complete the section below and proceed to Step 5 on page 9.

B. DYNAMIC FUND SUCCESSION PLAN Select your fund advisement preferences from the following options:

V Advise for my life V Advise for the life of me and my spouse (until the second death)

You may name family/friends to succeed you as successor advisors to your fund. Successor advisors have full fund advisory responsibilities, including the option to name future succession plans.

V I name the following family/friends as successor advisors to my/our donor advised fund. If you name more than one, circle the person nominated to act as chairperson.

____________________________________________________ ____________________________________________________ Name Relationship Name Relationship

____________________________________________________ ____________________________________________________ Name Relationship Name Relationship

Address and phone number of chairperson of the successor advisors:

_______________________________________________________________________ __________________________________ Address Phone

V Growth Portfolio

or

V Mission Portfolio

A. INVESTMENT SELECTIONI recommend my fund’s assets be invested as follows: If no box is checked, assets will be invested in the Growth Portfolio, InFaith’s standard investment option. Please call InFaith if you have any questions.

V Standard Allocation OR V Custom Allocation with quarterly rebalancing OR V Advisor Managed Fund

85% equities/15% fixed income Please state allocation in whole numbers; Choose one. must total 100%

_____% Growth Portfolio 85% equities/15% fixed income Investing for growth and maximum sustained support to charities far into the future

_____% Mission Portfolio 85% equities/15% fixed income Investing for growth and maximum sustained support to charities through investments aligned with mission for positive outcomes throughout our shared community

_____% Income Portfolio 100% fixed income Investing for stability and maximum grant support within a shorter time horizon

For customized portfolios of $250,000 or more.

Contact InFaith for more information.

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Charity name _________________________________________

% of annual distribution _________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

Charity name _________________________________________

% of annual distribution _________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

Charity name _________________________________________

% of distribution _______________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

Charity name _________________________________________

% of distribution _______________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

Charity name _________________________________________

% of annual distribution _________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

Charity name _________________________________________

% of annual distribution _________________________________

Street ________________________________________________

City/State/Zip _________________________________________

Phone number ________________________________________

Grant purpose optional _________________________________

You may also name specific charities to receive annual grants or the remainder of the fund upon death of the last surviving fund advisor.

V I name the following charities: V To receive full fund remainder V To receive annual grants in perpetuityIf no successor plans are recommended, the remainder of the fund is directed to the InFaith Community Fund.

PROCEED TO STEP 5 ON PAGE 9.

For more information regarding qualifying charities and due diligence, go to page 12.

V DESIGNATED DONOR ADVISED FUND % of total gift _____________

Designate charities or causes to receive ongoing support. Your recommendations remain in place unless you make a change. Fund minimum: $5,000 per charity/$25,000 for a cause or area of interest. Complete pages 5-8.

A. INVESTMENT SELECTIONI recommend that my fund’s assets be invested as follows: If no box is checked, gifts to your fund will be invested in the Growth Portfolio, InFaith’s standard investment option.

V Growth Portfolio (85% equities/15% fixed income) for maximum sustained support to charities far into the future.

V Mission Portfolio (85% equities/15% fixed income) for maximum sustained support to charities through investments that are aligned for mission and provide positive outcomes for our shared community.

B. CHARITABLE SUPPORTSelect and complete one or more of the following options to carry out your giving goals. Percentages should total 100%.

V Designate one or more charities to benefit from annual grants. Your fund will provide general operating support unless otherwise noted below. See page 7, section C for grant distribution options. % of Designated Fund total _____________

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V Designate a scholarship at a college, university or seminary to provide annual scholarships on a permanent basis. Fund minimum: $5,000 per educational institution. % of Designated Fund ______________

Accredited educational institution through which the scholarship will be distributed:

Name _________________________________________________ Phone number _________________________________________

Address/City/State/Zip __________________________________________________________________________________________

Recommended scholarship criteria (e.g., G.P.A., field of study, financial need) ____________________________________________

Note: InFaith also offers foundation-administered scholarship funds for donors seeking a customized scholarship fund that is administered by InFaith. Fund minimum: Varies according to complexity, typically $500,000 or more. Contact InFaith for more information.

V Designate your cause/area of interest. Designate your specific cause or area of interest, describing your scope and criteria in as much detail as possible (e.g. sample organizations, geographic area, faith affiliation). InFaith researches specific charities to address your designated cause. Fund minimum: $25,000. % of Designated Fund ______________

______________________________________________________________________________________________________________

______________________________________________________________________________________________________________

______________________________________________________________________________________________________________

Additional Giving Options Select one or more of these interest areas and InFaith will take your voice into our shared community. InFaith researches specific charities to address needs within these focus areas. No minimum, gifts of any size are welcome.* % of total gift _____________

V Disaster Response Fund V ELCA & Related Organizations Fund

V Education Fund V LCMS & Related Organizations Fund

V Health Services Fund V WELS & Related Organizations Fund

V Human Services Fund V Ecumenical/Interfaith Fund

V InFaith Community Fund. Through this option, InFaith facilitates larger conversations and creates strategic responses to issues facing our shared community. Donor interest, community assessment and research guide how our community benefits. No minimum, gifts of any size are welcome.* % of total gift _____________

*Upon receipt of your gift, the amount allocated to this giving option will be moved to the InFaith fund dedicated to this specific interest area.

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C. DESIGNATED FUND GRANT INSTRUCTIONSPlease make your selection for annual grant distributions from the options below. If you want different distribution options for different charities, please consult with staff. InFaith will assume perpetual grants to charities if no box is checked. To make a one-time grant to a charity upon InFaith’s receipt of your initial gift, please complete the one-time grants section below.

V Perpetual grant support. With this option, your permanent donor advised fund automatically distributes 5% of your fund’s value on an annual basis (divided among your recommended charities.) The percentage distribution is subject to change.

V Term of years grant support. Your donor advised fund automatically distributes 10% of your fund’s value annually for 10-20 years. At the end of the set period, the remaining fund value benefits your requested charity(ies) listed on page 8. Check one of the following boxes to indicate the term of years: V 10 years V 15 years V 20 years

V OPTIONAL Immediate one-time grant to specific charity. If your initial gift exceeds $50,000, you can recommend an immediate grant distribution to a specific charity(ies) upon InFaith’s receipt of your initial gift. In order to do so, $50,000 or 20% of your gift, whichever is greater, must remain in your fund for ongoing grant distributions.

To help further explain, consider these two hypothetical gift examples:

• A donor making a gift of $300,000 could recommend a one-time grant of up to $240,000. The remainder, $60,000 or more (at least 20% of the gift) is directed to the donor’s Designated Fund for ongoing grants.

• A donor making a gift of $60,000 could recommend a one-time grant of up to $10,000. The remainder, at least $50,000 or more, is directed to the donor’s Designated Fund for ongoing grants.

If the charity(ies) to benefit from a one-time grant is already listed in the Designated Donor Advised Fund section on page 6 or 7, please indicate the dollar amount or % of gift to be granted in the side margin on page 6 or 7. If it’s a new charity, please provide the necessary information below:

Charity name _________________________________________________________________________________________________

Gift amount $ ______________________

Street ________________________________________________________________________________________________________

City/State/Zip ________________________________________________________________________________________________

Phone number ____________________________________ Grant purpose optional ______________________________________

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D. DESIGNATED FUND SUCCESSION PLANPlease recommend your charitable wishes for the end of the advisement term. If no box is checked, InFaith assumes your selection to be the InFaith Community Fund.

V Specific charity(ies)

Charity name _________________________________________________________________________________________________

% of distribution ______________

Street ________________________________________________________________________________________________________

City/State/Zip ________________________________________________________________________________________________

Phone number ______________________________ Grant purpose optional ____________________________________________

Charity name _________________________________________________________________________________________________

% of distribution ______________

Street ________________________________________________________________________________________________________

City/State/Zip ________________________________________________________________________________________________

Phone number ______________________________ Grant purpose optional ____________________________________________

V Successor Advisor

You may name family/friends to succeed you as successor advisors to your fund. Successor advisors have full fund advisory responsibilities, including the option to name future succession plans.

V I name the following family/friends as successor advisors to my/our donor advised fund. If you name more than one, circle the person nominated to act as chairperson.

____________________________________________________ ____________________________________________________ Name Relationship Name Relationship

____________________________________________________ ____________________________________________________ Name Relationship Name Relationship

Address and phone number of chairperson of the successor advisors:

_______________________________________________________________________ __________________________________ Address Phone

V InFaith Community Fund % ______________

V InFaith Field of Interest Funds % ______________

Choose one or more of the following fields of interest:

V Disaster Response Fund V ELCA & Related Organizations Fund

V Education Fund V LCMS & Related Organizations Fund

V Health Services Fund V WELS & Related Organizations Fund

V Human Services Fund V Ecumenical/Interfaith Fund

V InFaith Sustaining Fund % ______________

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STEP 5 ADDITIONAL INSTRUCTIONS

GIFT DISCLOSURE

Disclosure in InFaith publicationsFund names may be published in InFaith publications (e.g., annual report, newsletters, social media and website.) Check one of the following boxes to indicate how you want your fund recognized in InFaith publications. If no box is checked, InFaith assumes you wish to remain anonymous at all times.

V Okay to publish in InFaith publications

V Okay to publish in InFaith publications after death

V Never publish

Disclosure to benefiting charitiesIndicate your wishes for disclosure to benefiting charities by checking one of the following boxes. If no box is checked, InFaith assumes you wish to remain anonymous to benefiting charities at all times.

V Okay to disclose fund name, donor/fund advisor name(s) and nature of gift to benefiting charities.

V Okay to disclose fund name, donor/fund advisor name(s) and nature of gift after death

V Never disclose

If you wish to have InFaith inform charities of your intended support at the time your fund is created, check here V

To change disclosure preferences after your fund is established, please call InFaith for forms and instructions.

STEP 6 GIFT ACKNOWLEDGEMENT

I hereby acknowledge that I intend to make an irrevocable gift to InFaith Community Foundation as described in

this workbook. With my gift, I understand that I will be transferring all ownership and legal control of the gift to the

Foundation, subject to normal acceptance by an officer of the Foundation, for allocation to a permanent donor

advised fund. I understand that grants from the fund will be distributed to IRS-qualifying charities in accordance with

my wishes, subject to Foundation policies.

______________________________________________________________ _______________________________ Donor signature Date

______________________________________________________________ _______________________________ Donor signature Date

DONOR COMMENTS optional

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

How did you learn about InFaith Community Foundation?

V Recommended by a friend/family V Website

V Recommended by a Thrivent Financial representative V Advertisement

V Recommended by a professional advisor V Other: _______________________________

OPTIONAL

InFaith does not wish to accept gifts that may cause undue hardship to a donor’s personal welfare or comfort during

their lifetime. To ensure the gift you are making is appropriate for your situation, please indicate what portion of your

estate or your assets this gift represents. With gifts of life insurance, check the box that best reflects the portion used

for premium payments.

V Less than 10% of my assets V Between 10% and 24% of my assets V Between 25% and 49% of my assets

SEND YOUR FUND WORKBOOKOnce your Fund Workbook is completed, please send it to:

InFaith Community Foundation

625 Fourth Avenue South, Suite 1500

Minneapolis, Minnesota 55415

If you have questions: phone: 800.365.4172 email: contact@InFaithFound.org fax: 612.844.4109

Upon receipt of your completed fund workbook, InFaith will prepare a Fund Agreement that reflects your charitable

interests. To ensure your wishes are stated correctly, this Fund Agreement must be reviewed and signed before your

gift is made.

Go paperless with e-statements

Once your donor advised fund is established, you can sign up for electronic delivery of statements at

InFaithFound.org/fundlogin. 10

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YOUR PLAN FOR GIVING optional

The following questions are designed to help you focus your giving and can also help InFaith carry out your giving

intentions far into the future. If you choose to complete this questionnaire, we encourage you to send your responses

along with your completed Fund Workbook. You can also submit your responses online at InFaithFound.org/yourplan.

We will keep your information on file and send you a copy either in the mail or via email, based on how you submitted

the form. Be assured your privacy will be protected. For more information, call InFaith at 800.365.4172.

1. People give for all sorts of reasons—why do you give? Imagine you’re telling friends or family members about why you give—what would you tell them?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

2. What organizations/institutions have had the most influence in your life?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

3. What issues or needs—local, national or global—concern you the most? What are you passionate about?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

4. Think of a charity you admire—what do you like about its mission, vision and/or the services it provides? Whose lives are being changed? Whose lives do you want to change?"

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

5. What charities have you given your time and/or financial gifts to in the past? Which would you give to again? Which would you not give to again?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

6. What would you like to accomplish through your giving?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

7. How do you want charity(ies) to use your gift? Do you want to support general operating expenses, a certain program, address a specific need or target a specific geographical area?

_________________________________________________________________________________________________________________

_________________________________________________________________________________________________________________

V Please check this box if InFaith has permission to share this information with benefiting charities.

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PROFESSIONAL ADVISOR INFORMATION

This section is to be completed by the donor’s professional advisor, when a professional advisor is part of the

gift process. The professional advisor must review the Gift Advocate Code of Ethics (on page 15) and sign the

acknowledgement below. Once this workbook is received by InFaith, a Fund Agreement will be prepared for the

donor’s signature. The Fund Agreement will be sent to the donor and a copy to the professional advisor.

Professional advisor’s name ____________________________________________________ RFO # ______________________________

Street ___________________________________________________________________________________________________________

City/State/Zip ____________________________________________________________________________________________________

Phone ______________________________________________ Fax ________________________________________________________

Email address ____________________________________________________________________________________________________

Notes or special instructions ________________________________________________________________________________________

_________________________________________________________________________________________________________________

Additional professional advisor assisting with gift if applicable

Professional advisor’s name ____________________________________________________ RFO # ______________________________

Street ___________________________________________________________________________________________________________

City/State/Zip ____________________________________________________________________________________________________

Phone ______________________________________________ Fax ________________________________________________________

Email address ____________________________________________________________________________________________________

Notes or special instructions ________________________________________________________________________________________

_________________________________________________________________________________________________________________

ACKNOWLEDGEMENT OF ETHICAL PLEDGEI have read the InFaith Gift Advocate Code of Ethics (on page 15) and agree to abide by the principles stated therein.

_______________________________________________________________________ ____________________________ Signature of professional advisor Date

_______________________________________________________________________ ____________________________ Signature of additional professional advisor Date

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INFAITH GIFT ADVOCATE CODE OF ETHICS

The purpose of this code is to encourage responsible charitable gift planning by all who are active in advocating

gifts to benefit InFaith Community Foundation. Professional advisors, such as gift planners, insurance agents, financial

planners, board members and InFaith staff, are collectively referred to as “Gift Advocates.”

PHILANTHROPIC MOTIVATION First and foremost, charitable gifts should always be made with a desire on the part of the donor to support the humane work of charitable institutions.

TRUSTA Gift Advocate will act with fairness, honesty, integrity and openness, and shall strive at all times to represent and promote the concept of Christian stewardship.

PROFESSIONALISMA Gift Advocate shall advise donors only in areas in which he or she is qualified. Acting in the interest of InFaith, the donor shall be encouraged to discuss proposed gifts with legal and tax advisors of the donor’s choice.

PRIVACYA Gift Advocate will not share, sell or exchange donor names, addresses, email addresses or telephone numbers. Disclosures regarding gifts will be made only to those parties specifically noted by the donor.

EXPLANATION OF GIFTSA Gift Advocate shall make every effort to ensure donors receive a full explanation of how the proposed gift works on their behalf.

FINANCIAL AND TAX IMPLICATIONSCongress has provided tax and financial incentives for charitable giving. To that end, the emphasis in this statement on philanthropic motivation in no way minimizes the necessity and appropriateness of a full and accurate explanation by the Gift Advocate of those incentives and their implications for the donor.

FULL DISCLOSUREThe role and relationship of all parties involved in the making and distribution of gifts shall be fully disclosed to the donor.

FULL COMPLIANCEA Gift Advocate shall comply with all applicable federal and state laws and regulations at all times.

COMPENSATIONPayment of finder’s fees, commissions or other fees by InFaith to a Gift Advocate as a condition for the delivery of a gift is never appropriate.

AFFIDAVITAs an InFaith Gift Advocate, I hereby pledge to abide by and adhere to the ethical standards, practices and principles documented here.

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Immediate & ongoing support to charitiesWhile all charitable gifts contribute to a common good, gifts to a Designated Donor Advised Fund offer the added value of ongoing, permanent support to the charities you recommend.You may also request grants for a term of years and/or immediate, one-time grants. See page 7 for more information.

If you have established a Dynamic Donor Advised Fund, you may recommend grants to any charities at any time.

Donor communicationsAt least annually InFaith sends reports to donors with funds that are actively making grants. These reports outline grants to charities, administrative fees and investment gains or losses. Statements for active funds are also available online at InFaithFound.org. Please contact us whenever you have a question about any aspect of your gift or InFaith policies.

Once your donor advised fund is established, you can request electronic delivery of statements at InFaithFound.org/fundlogin.

IrrevocabilityWhile you take an active role in recommending how your gifts benefit charities, gifts cannot be revoked after the transfer of gift assets has been completed. With gifts made upon death, such as bequests and beneficiary proceeds, you retain flexibility and control of the gift assets during your lifetime.

Administrative feesThere are no fees charged to set up your donor advised fund. Once your gift has been made, an annual fee equal to 1% of the fund’s assets is assessed on a quarterly basis to cover program and administrative expenses. Fund assets in excess of $1,000,000 are assessed a reduced fee of .5%. Fees are assessed on a per fund basis.

Dynamic Donor Advised Funds with a value of less than $10,000 are assessed a minimum $25 quarterly administrative fee. There may be additional fees for gifts of illiquid assets (e.g., real estate, closely-held stock, life insurance). Contact InFaith for additional information.

InFaith’s annual administrative fee for Advisor Managed Funds is 1% or $2,500, whichever is greater. Investment advisory fees assessed by a financial representative are not to exceed 1% annually. Total fees, which also include custody and investment management and embedded management fees within mutual funds, commingled funds, etc., are not to exceed 3% of a Dynamic Donor Advised Fund’s value. Please consult InFaith Advisor Managed Fund Policies for additional information.

Acceptance of your giftIn accordance with procedures adopted by the InFaith Board, a duly-authorized officer or other designated person must accept your gift on behalf of InFaith. Although in many cases the acceptance of a gift is largely a formality, this policy is in place to protect the interests of all parties involved. Once your gift is accepted, a receipt will be sent to you indicating the date of the acceptance. In some cases where multiple gifts are made in one year, a final comprehensive receipt is sent following year end.

Qualifying charities & grantmaking due diligenceAs part of our mission to serve you, the donor, InFaith works to ensure that grants from your donor advised fund achieve your giving intentions. In its role as steward, InFaith verifies the charitable status of all nonprofits receiving grants and each grantee’s financial and program information is reviewed.

While the vast majority of grants recommended by donors are honored by InFaith, the following types of grant requests are not permissible:• Grants that provide a more than incidental benefit to the

donor or other third party. This includes: all or a portion of the cost to attend a charitable event, goods bought at charitable auctions, raffle tickets, grants to satisfy a financial obligation or any individual or entity, grants that fulfill fundraising or other commitments or pledges, or that are directed to or for the benefit of specific individuals (e.g., school tuition, scholarships earmarked for individuals);

• Grants to organizations whose purpose or work is not solely charitable or when the grant will be used for a non-charitable purpose (e.g., cemeteries, VFW, fraternal societies);

• Grants to private non-operating foundations; and• Grants to supporting organizations (501(c)(3)s identified

in 509(a)(3)) that do not have an IRS determination letter stating they are “Type I” or “Type II”.

For more information about permissible grants made from your fund, please contact InFaith.

Visit InFaithFound.org/charity_research for information on specific charities and resources for evaluating them. More information is also included in your Fund Handbook.

We request that grant recipients from your fund reference the name of your fund (example: The (insert fund name) of InFaith Community Foundation) in press releases, publications and/or other related communications.

The mission of InFaith Community Foundation is to serve our donors with integrity as together we change lives and

spread joy. Whenever you have a question about your donor advised fund, please call us at 800.365.4172 or contact

us via email at contact@InFaithFound.org.

YOUR FUND AT INFAITH

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Fundraising policyInFaith cannot accept checks from individual supporters in response to fundraising events (e.g. golf tournaments, banquets, etc.) promoting donor funds at InFaith. Gifts received at a fundraising event for a specific fund should be made payable to the individual organizing the event, and are not eligible for a charitable tax deduction through InFaith.

Investment recommendationsAs per IRS regulations, investment recommendations are advisory only and InFaith may, at its sole and absolute discretion, follow or decline to follow your recommendation and/or change the investment of all or any portion of the assets in the fund. Investments are administered in accordance with the financial policies of InFaith and are subject to normal market and interest rate fluctuation risks. Any gain or loss generated by the above investments will be reflected accordingly in the fund’s value. You may change your investment allocation quarterly.

Capital asset sale policyGifts of capital assets, including securities and real estate, are sold upon receipt by InFaith. Proceeds from the sale are directed to your donor advised fund and invested according to InFaith’s investment policy.

Advice of counselCharitable giving can result in significant tax, legal and financial benefits and consequences. Because InFaith cannot give you legal or tax advice, you are strongly encouraged to consult your personal attorney and tax advisor before making any gifts.

Your privacy Protecting the privacy of your information is a responsibility InFaith takes seriously, and physical, electronic and procedural safeguards are in place to protect all data.

InFaith respects your wishes for privacy and will not share, sell or exchange your name or contact information with any person or entity other than those acting on behalf of InFaith. Disclosures regarding your gift will be made only to relevant parties specifically authorized by you in the Fund Workbook. In order to provide you with the best customer service possible, InFaith also provides online view-only access to the financial advisor(s) identified in the Fund Workbook. You have the option to authorize online view-only access to others if you wish. This online access includes your contact information, your gift(s) and grants from your donor advised fund.

If you wish to restrict online access to your financial advisor and/or others, please call InFaith at 800.365.4172. You may alter your disclosure preferences at any time.

Fees and policies are subject to change.

To ensure compliance with IRS requirements, be aware that any U.S. federal tax advice that may be contained in this brochure is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing and recommending to another party any transaction or matter addressed herein.

RESOURCES TO HELP YOU ACHIEVE YOUR CHARITABLE GOALS

The staff of InFaith Community Foundation is here to help you make informed and thoughtful giving decisions. Please contact us if we can serve you in any of the following ways:

• Identify charities/nonprofit organizations that match your interests and values;

• Research causes and issues important to you; and

• Link your giving with InFaith-led initiatives, joining other donors to provide support to specific charitable concerns.

Additional resources to help you evaluate charities and learn more about giving:

Charity Navigator: Your Guide to Intelligent Giving—CharityNavigator.org Charity Navigator is America’s largest evaluator of charities. Their rating system examines two broad areas of a charity’s financial health—how responsibly it functions day to day as well as how well positioned it is to sustain its programs over time. Each charity is then awarded an overall rating, ranging from zero to four stars.

GuideStar—GuideStar.org With free registration you can view information on all 1.8 million nonprofits listed with GuideStar, and all are formally registered with the IRS or have proven they meet all IRS criteria for exempt organizations.

© 2015 InFaith Community Foundation 6001-1015

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