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HJCF Forms

 

Recommendation Form

 

 

Donor Advised Fund Document

 

 

Houston Create a Legacy Gift Confirmation Form

 

 

Houston Create a Legacy Giving Options

 

 

Houston Create a Legacy Letter of Intent 2016

 

 

 

 

 

 

 

 

 


 

Houston Jewish Community Foundation

5603 S. Braeswood, Houston, TX  77096

713-729-7000 - office

713-721-6232 - fax

 

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RECOMMENDATION FORM

Houston Jewish Community Foundation
5603 S. Braeswood Blvd.
Houston, Texas 77096
(713)729-7000
FAX (713)721-6232

Name of your fund (”The Fund“)

Fund Number
 
I/we hereby make a non-binding recommendation that a distribution (MINIMUM DISTRIBUTION: $100) be made from the income and/or principal of the Fund, in the following amounts to the following organizations:
 
NAME OF GRANTEE ORGANIZATION(S) AMOUNT(S)
GRANTEE #1 $
Purpose *  
I DO NOT DIRECTLY OR INDIRECTLY CONTROL THIS ORGANIZATION *
 
GRANTEE #2 $
Purpose *  
I DO NOT DIRECTLY OR INDIRECTLY CONTROL THIS ORGANIZATION *
 
GRANTEE #3 $
Purpose *  
I DO NOT DIRECTLY OR INDIRECTLY CONTROL THIS ORGANIZATION *
 
THE ABOVE RECOMMENDED DISTRIBUTION(S) DOES NOT REPRESENT PAYMENT DIRECTLY OR INDIRECTLY OF ANY PLEDGE OR OTHER FINANCIAL OBLIGATION OR ENTITLE ANY PERSON RELATED TO ME /US, THE FEDERATION, OR THE FOUNDATION TO ATTEND AN EVENT OR RECEIVE MERCHANDISE EITHER DIRECTLY OR INDIRECTLY. IF ANY BENEFITS OR PRIVILEGES ARE OFFERED IN CONNECTION WITH SUCH DISTRIBUTION, I HAVE NOT AND WILL NOT ACCEPT THEM.
SIGNATURE 1
DATE
SIGNATURE 2
DATE
Please choose one:
  • OR
  • Donor Name(s)
  • Date(s) of Birth
  • Address
  • Phone
  • Email
  • My/our gift to the Jewish community was completed through a:
  • Optional: The approximate value of my/our promise will be
    $ or %.
The following community partner organizations have been/will be included in my/our legacy plans:
Donor Signature(s)
Date
This declaration of intent is not a legal obligation and may be changed at donor’s discretion.