Grant Recommendation Form

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Grant Recommendation Form
Name of Advisor(s) making recommendations: ______________________________________________
Name of Fund: _________________________________________________________________________
Fields in bold below are required. The minimum grant recommendation amount is $250.
Agency Name: ________________________________________
Amount: ______________
If you have made a recommendation to this organization in the past, we require no additional information
Address: ___________________________________
Phone: ________________________
Contact Name and Title: _____________________________________________________
Special Purpose: ___________________________________________
Anonymous (Y/N): _______
Agency Name: ________________________________________
Amount: ______________
If you have made a recommendation to this organization in the past, we require no additional information
Address: ___________________________________
Phone: ________________________
Contact Name and Title: _____________________________________________________
Special Purpose: ___________________________________________
Anonymous (Y/N): _______
Agency Name: ________________________________________
Amount: ______________
If you have made a recommendation to this organization in the past, we require no additional information
Address: ___________________________________
Phone: ________________________
Contact Name and Title: _____________________________________________________
Special Purpose: ___________________________________________
Anonymous (Y/N): _______
I understand that this is a recommendation and not a direction, and that The Chicago Community Trust (the
“Trust”) may deny this grant request if it does not meet the policy of the Trust and the requirements of the
Pension Protection Act of 2006. To meet these requirements, this grant request must not be intended to:
• Fulfill an obligation of an existing legally-binding pledge agreement (a legally-binding pledge agreement is
a contract between you and a charity binding you to make gifts to that charity per the terms of the pledge
agreement, and may be enforceable against you and your estate);
• Pay for dues, membership fees, tuition, goods from charitable auctions, or other goods or services that
provide more than an incidental benefit to you or any other individual;
• Support a political campaign or lobbying activity;
• Support a private non-operating foundation.
______________________________
________________________
Signature
Date
Fax this completed form to The Community Foundation of Will County at 815.744.9225
If you have questions about this form or your donor advised fund, please call or e-mail
The Community Foundation of Will County at 815.744.9223 or
.

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