New Donor Information

New Donor Information

The first step to opening your new donor-advised fund.
Primary Fund Contact/Donor*

PrefixFirst NameMiddle NameLast Name
Nickname (if applicable)
Pronouns
Commonly preferred pronouns are (she/her), (he/him), and/or (they/them)
Date of Birth*

MonthDayYear
Date
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email*
example@example.com
Cell Phone*
Format: (000) 000-0000.
Home Phone*
Format: (000) 000-0000.
Employer Name
Position/Title
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Email
example@example.com
Business Phone
Format: (000) 000-0000.
Preferred Mailing Address*
Preferred Email*
Preferred Phone*

Additional Fund Advisor Information

Fill out this page if there is another person, such as a spouse, who you would like to have full advisory rights to this fund.
Is there another person who will have advisory rights to this fund, such as a spouse? *
Additional Fund Contact/Donor*

PrefixFirst NameMiddle NameLast Name
Nickname (if applicable)
Pronouns
Commonly preferred pronouns are (she/her), (he/him), and/or (they/them)
Date of Birth*

MonthDayYear
Date
Is this fund advisor's home address the same as that of the primary contact?*
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email*
example@example.com
Cell Phone*
Format: (000) 000-0000.
Home Phone*
Format: (000) 000-0000.
Does this fund advisor have a business address?
Employer Name
Position/Title
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Mailing Address*
Preferred Email*
Preferred Phone*

Additional Fund Advisor Information

Fill out this page if there is third person, such as a spouse, who you would like to have full advisory rights to this fund.
Is there another person who will have advisory rights to this fund, such as a spouse? *
Additional Fund Contact/Donor*

PrefixFirst NameMiddle NameLast Name
Nickname (if applicable)
Pronouns
Commonly preferred pronouns are (she/her), (he/him), and/or (they/them)
Date of Birth*

MonthDayYear
Date
Is this fund advisor's home address the same as that of the primary contact?*
Home Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email*
example@example.com
Cell Phone*
Format: (000) 000-0000.
Home Phone*
Format: (000) 000-0000.
Does this fund advisor have a business address?
Employer Name
Position/Title
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Preferred Mailing Address*
Preferred Email*
Preferred Phone*

Name Your Fund
What would you like the name of your fund to be?
e.g. Smith Family Fund, John & Jane Smith Fund, etc. - Limit 60 characters

Select an Investment Portfolio for Your Fund

Please contact us if you'd like to discuss these options in more detail.
The Arlington Community Foundation gives you several options for investment of your donated funds. Please choose one.*

Long-term-The asset allocation for this investment option is approximately 75 percent equities, and 25 percent fixed income. The objective is to grow the principal while providing some current income.This investment option is best suited for funds with a long-term investment horizon. There is greater exposure to equity market risk than interest rate risk.Medium-term-The asset allocation for this investment option is approximately 50 percent equities and 50 percent fixed income. The objective is to provide a balance between current income and growth of principal. This investment option is best suited for a fund that desires an income stream and growth of principal through some exposure to the equity market. There is exposure to both equity market risk and interest rate risk.Short-term-The asset allocation for this investment option is approximately 35% equities and 65% fixed income. The objective is to provide income with modest growth of principal. This investment is best suited for a fund that desires an income stream and modest growth through limited exposure to the equity markets. There is exposure to both equity market risk and interest rate risk.Money Market The assets for this investment option are invested in a money market account. The objective is to provide protection from loss of principal and is best suited for donors interested in preserving their funds for short-term use.

Define a Succession Plan for Your Fund

How would you like the balance of your fund to be used after you (all current advisors) are no longer able to advise? We invite you to speak with our knowledgeable staff about structuring family or successor advisor involvement, and integrating your fund into your overall tax and estate plans.
Choose the option that best matches your current wishes for the use of your fund after your lifetime:*

I would like to define the charitable use of these funds and have my wishes carried out by the Community Foundation.I would like to give the right to advise on the use of these funds to other individuals who will act as successor advisors.I would like to define a combination of the options listed above. (A staff member will contact you to discuss this option.)

Name Successor Advisors to Your Fund

These individuals will be the next advisors to your donor-advised fund after all current advisors are unable to perform their duties because of incapacity or death.
Successor Advisor #1*

PrefixFirst NameLast Name
Nickname (if applicable)
Pronouns
Commonly preferred pronouns are (she/her), (he/him), and/or (they/them)
Date of Birth*

MonthDayYear
Date
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email*
example@example.com
Cell Phone*
Format: (000) 000-0000.
Is there another successor advisor that you'd like to name?*
Successor Advisor #2*

PrefixFirst NameLast Name
Nickname (if applicable)
Date of Birth*

MonthDayYear
Date
Home Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Personal Email*
example@example.com
Cell Phone*
Format: (000) 000-0000.
Would you like to name any additional successor advisors to this fund?
Please include their names and contact information for any additional successor advisors in the box below.
What rules would you like the successor advisors to follow?*

I wish for my fund to exist in perpetuity, so please allow my successor(s) to spend only the Community Foundation's recommended spendable amount.I wish for my successor to have full access to my fund, including the principal.Other

Referral Source
How were you referred to the Community Foundation? Please select all that apply.*

A friend, associate or family memberA board member of the Arlington Community FoundationAn attorney, financial advisor, accountant or other professional advisorAdvertising, website or other communications from the Community FoundationA news story about the Community FoundationOther
What is the name of the friend, associate or family member who referred you to the Community Foundation?
What is the name of the board member who referred you to the Community Foundation?
What is the name(s) of the professional advisor(s) who referred you to the Community Foundation?
What specific advertising or communications inspired you to contact the Community Foundation?
What specific news story inspired you to contact the Community Foundation?

Your Charitable Interests
Please check all areas that are of interest to you:

Arts, Culture and HumanitiesCivic and Community/Public Benefit/Economic DevelopmentEducationEnvironmentAnimal WelfareHealthHuman ServicesDisaster ReliefOther
If you would like to provide additional information about your charitable interest areas, please include it here:

Staff Support for Your Planning and Giving

The Community Foundation staff is here to help!
Would you like to learn more about the benefits of including charity in your estate plan?
Would you like a member of the Community Foundation staff to contact you to discuss your philanthropic goals and interests?
Are you interested in receiving information from the Community Foundation about programs and organizations that match the charitable interests you checked on the previous page?
If you answered 'yes' to any of these questions, a member of our staff will contact you.

Today's Date*

MonthDayYear
Date
We will send a copy of your answers to this form to you at the following email:*
example@example.com
After clicking the 'submit' button below, a member of our staff will provide you with a draft fund agreement for your review within 3 business days. At that time, we will collect your signature and discussion options for transferring your first contribution to your new donor-advised fund.

Questions? Contact the Community Foundation at (703) 243-4785 or info@arlcf.org.

Thank you for your interest in the Arlington Community Foundation!
Should be Empty:

New Donor Information

Additional Fund Advisor Information

Additional Fund Advisor Information

Name Your Fund

Select an Investment Portfolio for Your Fund

Define a Succession Plan for Your Fund

Define the Future Use of this Fund After Your Lifetime

Name Successor Advisors to Your Fund

Referral Source

Your Charitable Interests

Staff Support for Your Planning and Giving