A 501(C)(3) Charitable Organization serving Union County, Ohio since 1992
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FORMS TO SET UP FUNDS WITH THE FOUNDATION
The following are basic forms (in .pdf format) to assist you or your professional (financial and/or legal) advisors in setting up various funds with the Union County Foundation:
Bequest Language (Will) For Contributing To An Existing "Fund"
Bequest language (will) for formation of or contribution to a "Fund" (Unrestricted Fund, Field of Interest Fund, Designated Fund, Scholarship Fund, or Gift to an Existing Fund)
Letter of Transmittal for Donor Advised Fund
Letter of Transmittal for Organization Endowment Fund
Letter of Transmittal for Unrestricted, Field of Interest or Designated Funds
For more information on the Union County Foundation, email:
info@UnionCountyFoundation.org
Website design and maintenance by
G.K.M. Tobin
. Last update: 11 July 2011.
Copyright © 2012 The Union County Foundation.
