Forms

HJCF Forms

Recommendation Form

Houston Jewish Community Foundation

5603 S. Braeswood, Houston, TX 77096

713-729-7000 - office

713-721-6232 - fax

Please choose one:

I/We have already included a legacy gift for the Jewish
community in my/our estate plan.
OR
I/We will leave a legacy gift and will formalize my/our gift
within months.

My/our gift to the Jewish community was completed through a:
- Bequest/Will
- Retirement Plan Assets (IRA)
- Gift of Life Insurance
- Other (please specify)
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:

I/We give permission to include my/our name(s) in a community-wide list of Create a Legacy donors to
inspire and encourage others. It should appear as follows: .
I/We prefer to remain anonymous.

Donor Signature(s)

Date

This declaration of intent is not a legal obligation and may be changed at donor’s discretion.

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

RECOMMENDATION FORM