[et_pb_section admin_label=”section”][et_pb_row admin_label=”row”][et_pb_column type=”2_3″][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left”]
This page contains the most frequently asked for forms. If you cannot find what you are looking for in this list, please contact us.
[/et_pb_text][et_pb_text admin_label=”Donor Advised Fund Form” background_layout=”light” text_orientation=”left” module_class=”financial”]
Donor Advised Fund
A Donor Advised Fund is a philanthropic tax planning tool. It allows a donor to make a one-time charitable donation, receive full and immediate tax benefits for the calendar year, and grant from that fund to limitless nonprofit organizations without timing or minimum pay out restrictions.
[/et_pb_text][et_pb_text admin_label=”Endowment Form” background_layout=”light” text_orientation=”left” module_class=”financial”]
Endowment Form
An endowment is a permanent fund invested for the benefit of a particular purpose. Funds are granted only from the investment earned by the fund, never its capital. Therefore, an endowment donation gives perpetually, providing Forever Value to its beneficiary or field of interest.
[/et_pb_text][et_pb_text admin_label=”Family Endowment Form” background_layout=”light” text_orientation=”left” module_class=”financial” use_border_color=”off” border_color=”#ffffff” border_style=”solid”]
Family Endowment Form
An family endowment is a permanent fund that creates annual grants to the ministries you care about forever. You have the option to start the fund today or name the fund as a beneficiary in your estate plan. The fund can grant to multiple recipients from one named family endowment.
[/et_pb_text][et_pb_text admin_label=”Investment Pool Options” background_layout=”light” text_orientation=”left” module_class=”financial”]
Investment Pool Options
In consultation with its Investment Consultant, a strategic asset allocation policy has been adopted, for each pool, which best matches the risk and return profile that is designed to match a certain donor category.
[/et_pb_text][et_pb_text admin_label=”Stock Transfer Form” background_layout=”light” text_orientation=”left” module_class=”financial”]
Stock Transfer Form
To make a broker-to-broker transfer, your broker will require the following written instructions.
[/et_pb_text][et_pb_text admin_label=”Credit Card & EFT Form” background_layout=”light” text_orientation=”left” module_class=”financial”]
Credit Card & Electronic Funds Transfer Authorization Form
Along with the ability to make a credit card donation online, mail a check, or give appreciated stock, you may also mail or fax in the following Credit Card & Electronic Funds Transfer Form.
[/et_pb_text][et_pb_text admin_label=”Text” background_layout=”light” text_orientation=”left”]
Contact us directly at
The Catholic Community Foundation of Santa Clara County
777 N. First Street, Suite 490
San Jose, CA 95112-6339
Phone: (408) 995-5219
Fax: (408) 995-5865
Email: info@catholiccf.mmediaweb.com
[/et_pb_text][/et_pb_column][et_pb_column type=”1_3″][et_pb_sidebar admin_label=”Who We Are” orientation=”left” area=”et_pb_widget_area_13″ background_layout=”light”]
[/et_pb_sidebar][et_pb_sidebar admin_label=”What We Do” orientation=”left” area=”et_pb_widget_area_14″ background_layout=”light”]
[/et_pb_sidebar][et_pb_sidebar admin_label=”Join Us” orientation=”left” area=”et_pb_widget_area_17″ background_layout=”light”]
[/et_pb_sidebar][/et_pb_column][/et_pb_row][/et_pb_section]