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You are invited, but not required, to provide the contact information for the professional advisors with whom you partner to manager your finances.
Please click here to reference the Terms & Conditions, including fund minimums and fees.
Make checks payable to the Community Foundation of New Jersey.
Post Office Box 338, Morristown, NJ 07963-0338.
Shipping Address: 35 Knox Hill Road, Morristown, NJ 07960.
We will email you the DTC instructions and additional guidelines for making this gift.
There are a number of opportunities to expand the boundaries of your giving and unlock the full philanthropic potential of complex assets. Please call CFNJ at (973) 267-5533 to discuss these types of gifts.
You have several options for the administration of your fund upon your resignation, incapacity, or death. Please select your preferred options below.Fields will appear depending on your selections.
Name successor advisor(s) to have advisory privileges (e.g. your children).
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Direct CFNJ to make grants to support specific nonprofit organizations. Please indicate the nonprofit organization(s) you wish to support upon your resignation, incapacity, or death. If you wish to identify more than four organizations, please contact us. NOTE: If the organization(s) you selected are no longer in good standing with the IRS or have ceased to exist, CFNJ will find organizations with closely-aligned missions doing similar work to receive the grant(s), unless otherwise instructed.
Direct CFNJ to make grants to fund organizations working in an identified area(s) of interest and/or geographic area(s).
Direct CFNJ to make grants from your fund where the needs are greatest.
Please indicate your desired timeframe for the distribution of your fund’s assets following your resignation, incapacity, or death.
If your estate plans include a gift to your fund at CFNJ, or you are interested in exploring this option, please notify CFNJ below. This information will help with the development of the succession plan for your fund. You may check more than one box.
Our website (www.CFNJ.org) includes a list of funds that are part of CFNJ. Would you like to be included in that list?
Each grant made from an advised fund is mailed with a custom grant letter. Specify below how you would like the name(s) of the fund advisors to appear in the custom grant award letter.
An organization that has received grants from the fund may wish to send information to you directly. Please indicate your contact preference for the custom grant letter.
The assets of your fund can be invested in one of four pooled investment options or customized. If you need additional information, please contact CFNJ. Please click here to reference the Terms & Conditions, including fund minimums and fees.
I would like to recommend a customized investment option. CFNJ should contact me to discuss.
I acknowledge that I have read The Community Foundation of New Jersey’s Fund Terms and Conditions and agree to the fees, terms and conditions described therein. I understand any contribution, once accepted by CFNJ’s Board of Trustees, represents an irrevocable gift to CFNJ.
CFNJ Board of Trustees has variance power under IRS regulations, and this gift is not refundable to me.
I hereby certify, to the best of my knowledge, that all information presented in connection with this form is accurate, and I will notify CFNJ promptly of any changes.
I have read the above Terms & Conditions.