Forms

If you have additional questions regarding forms, please contact - [email protected] 

Open or Revise a Fund Forms

• Open a Donor Advised Fund
• Open an Endowment Fund
• Open an Advised Endowment Fund

Investment Options

• Donor Investment Options - updated 2018

Donate or Distribute Forms

• Distribution Instructions
• Authorize an Asset Transfer to JCFW

*Please Note: The Jewish Community Foundation of the West reserves the right to charge a fee to process any contributions that are not to a fund held at the Foundation. The fee for these “pass-through” transactions will be assessed at 2%, with a minimum of $180.00

Policies

• Account Management Policy
• Donor Data Privacy Policy
• Distribution Policy
• Endowment Spending Policy
• Gift Acceptance Policy

Organizational Fund Forms

• Create an Organizational Advised Fund/Revise Authorized Signers.
• Contact us for more information regarding Organizational Endowment Funds.