Forms & Applications
For your convenience, we’ve collected all our forms and applications in one place.
- Donor Advised Fund Agreement
- JWF Membership Form
- Direct Payment Plan
- Jeffrey D. Sollender College Scholarship Application
- Guide to JCF Investment Pools / Recommendation for Investment
- Peter Chortek Leadership Award Application
Bequest wording that may be used for wills and trusts
The Foundation uses an endowment fund agreement to coordinate all aspects of a donor’s charitable plan. This simple document specifies the funding vehicles, and stipulates how the endowment fund will distribute dollars to the charitable beneficiaries. Therefore, a donor’s will or trust can simply name the Foundation as beneficiary of the bequest; the endowment fund then directs the flow of funds in perpetuity.
Please consult your attorney in connection with any changes to your estate plan. The Jewish Community Foundation cannot offer legal advice.