Forms and Agreements – Jewish Community Foundation of Greater Mercer

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Forms and Agreements

Grant Recommendation Form

Instructions for Transfer of Securities

Instructions for Electronic Funds Transfer (EFT)

Donor Advised Fund (DAF) Agreement

Memorial Fund Agreement

Scholarship Fund Agreement

Endowment Fund Agreement

Nonprofit Custodial Fund Agreement

Promise Brochure

Digital Promise Brochure

Formalization Form

How To Navigate Donor First (coming soon)

Fund Policies and Procedures

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