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New Fund Worksheet For Opening a Donor-Advised Fund at the Richmond Community Foundation Please complete this worksheet so we can help you open a donor-advised fund at the Foundation. We will use the information you prov
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Document Date: 2014-02-24 14:26:02


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City

Richmond / /

Company

Advised Fund / The Richmond Open Space Fund. / Question / /

Currency

USD / /

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IndustryTerm

traded securities* real estate / /

Organization

Your Fund / Martha Jones Fund / RCF’s Giving Center / Richmond Community Foundation / Anonymous Fund / Foundation Foundation / Donor-Advised Fund / /

Person

Pamela Horan / /

/

Position

attorney / accountant / financial advisor / Initial Lead Advisor / tax advisor / Chief Development Officer / Advisor / Name Attorney CPA Financial Advisor / Professional Advisor Information Many people / Philanthropic Advisor / Advisors / professional advisor / multiple Advisors / Lead Advisor / Controller / /

ProvinceOrState

California / /

URL

www.richmondcf.org / http /

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