Donor Advised Grant Recommendation Form

Note: All grants are processed on Friday of each week and mailed for delivery the following week. If you would like to process the grant as an ACH, please include the account number and routing number of the non-profit. If you are processing a large batch of grants, you may include the details below on a spreadsheet and email to Jeff Hardin at jhardin@carolinasfoundation.org.

Advisor Information

Fund Name

Name of Advisor *

Advisor Email: *

On behalf of the Fund, I recommend that the grant listed on this form be considered for funding. I understand that final judgment for processing the grant rests in the hands of the Carolinas Credit Union Foundation and grants will be made only to qualified 501(c)(3) organizations. I verify that, to the best of my knowledge, the grant distributions suggested will be used entirely for charitable purposes and will not be made to pay dues for membership of an individual in an organization, purchase admission to charitable events, or to discharge or satisfy a legally enforceable obligation or personal pledge that has been made by the fund holder or any other individual or organization. It is the practice of the Foundation to identify the specific fund from which a grant is paid to the grant recipient, unless notification to the contrary is provided in writing.

Mailing Instructions

Please return the check to the credit union.

Please mail the check to the grantee.

Attention

Address

City

State

Zip Code

Any special instructions?

Recommended Grant Information

Amount *

Organization Name *

Federal EIN Tax ID *

Contact Name *

Contact Email *

Phone Number *

Address *

City *

State *

Zip Code *

Account Number

What type of account?

Checking

Savings

Routing Number