Investment Allocation Recommendation Form

In completing this form, I hereby acknowledge that:

  • I have read and understand the Jewish Community Foundation’s (JCF) Donor Recommended Investment Options Policy.
  • Notwithstanding my investment allocation recommendation below, I acknowledge that JCF is legally required to retain final discretion over fund investment decisions.
  • I acknowledge that JCF has not provided and cannot provide me with investment advice.
  • I understand that I should have no expectation that my recommendation has been approved and implemented until I receive written confirmation from JCF.
  • I acknowledge that JCF is not responsible for recommendations not received or that are not correctly completed.
  • I understand that if my recommended allocation is approved, it will remain in place until such time JCF approves a subsequent recommendation or JCF implements, at its discretion, a change in the allocation of which I would be notified.

 

  • I hereby recommend that the liquid assets in the above referenced fund be allocated as follows:
  • Total allocation must equal 100%.

  • Recommendations if approved by JCF, at its discretion, will be made effective the 1st day of the month following approval.
  • Date Format: MM slash DD slash YYYY
  • This field is for validation purposes and should be left unchanged.

 

If you have any questions, please reach out to us at (520) 577-0388.