Charitable Checking Account Application

Charitable Checking Account Application
Opening a charitable checking account at the Community Foundation is as easy as 1-2-3!

1. Fill out this brief application. You will need the names and contact information of everyone who will have access to the account to complete the form.

2. Review the fund terms and conditions, and sign at the bottom of this application form.

3. The Community Foundation will review your application, countersign the agreement and send you a link to access your new account in the fundholder portal in 2-3 business days.

From here you can begin making contributions and granting to your favorite nonprofits!

If you have questions, please contact Morgan LaBella, fund development manager, at mlabella@foundationhoc.org or 315-801-5989.
Charitable checking accounts are considered to be an expendable donor-advised fund per IRS guidelines. Contributions made to the fund represent an irrevocable gift to the Community Foundation and the Community Foundation has exclusive legal control over this fund and all donations to it. Please consult a financial advisor regarding the tax deductibility of contributions made to this fund.

Charitable Checking Account Information

Provide information on how the account should be identified and administered.
Account Name*
This is how the Community Foundation will refer to your account both internally and externally. Please include the word "Fund" at the end of the account name you choose. For example: "Smith Family Fund" or "Main Street Business Fund"
No Restrictions - the account name and account holder name(s) can be shared publicly and with grant recipientsComplete Restrictions - the account name AND account holder name(s) are NEVER to be shared publicly or with grant recipientsSome Restrictions - only the account name is to be shared publicly and with grant recipients, NOT the account holder name(s)
With a credit cardWith a checkWith a gift of stockNot sure yet

Primary Account Holder Information

This is the individual who is creating the account and will act as the primary point of contact with the Community Foundation.
Name*

First NameLast Name
Date of Birth*

MonthDayYear
Date
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Establisher Email*

Confirmation EmailThe email you enter here will become the primary email address the Community Foundation sends all correspondence to.

Additional Account Holders

In addition to the primary account holder, up to three (3) additional individuals (age 18 or older) can be added as account holders. All account holders will have the same level of access and permissions as the primary account holder. This includes recommending grants, receiving account statements and having access to all account information.
NoYes - 1 MoreYes - 2 MoreYes - 3 More

Content for Online Donation Page (Optional)

Account holders can provide a photo and/or brief write-up about their fund that will appear on your online donation page if they would like.
Photo or Logo Upload

JPEGs, PNGs supported. Images will be cropped to a square when published.
Cancelof
Public Fund Description

The Community Foundation reserves the right to review and edit submitted text for accuracy and appropriateness before publishing.0/0

Acceptance & Signature
By signing below, the primary account holder accepts all of the Community Foundation Fund Terms and Conditions for a Charitable Checking Account as outlined in the document preview available during the signature process. Please allow 2-3 business days for Community Foundation staff to review your application.

Please carefully review your information before submitting. If any errors or typos are found, you may be asked to resubmit your application.
Signature*

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Charitable Checking Account Information