Spending Change Request Form

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MM slash DD slash YYYY
Select Spending Options*

Annual grants from endowed funds are limited to the DCF’s spending policy, i.e. 5% of the average fund balance of the previous 12 quarters. The total amount available for granting is calculated once a year.

Fund advisors may elect to limit their amount available for granting to a lesser percentage. (Elections for multiple funds require multiple forms.) When selecting your fund’s percentage, please remember that the minimum grant amount is $250.

Electronic Signature*

Acknowledgement: Entering my name above represents my legal signature and confirms that I have the authority to make this selection for the above named funds.

For donor advised, designated, and field of interest funds, this is typically the fund founder.

For organizational funds (e.g., nonprofits), this is typically the executive director

The DCF will review the fund agreement language and amendments for authorized individuals.

Organizational Fundholders Only

If you are selecting pools for an organization’s fund, please complete this section. (Note: The required board resolution must specify the name(s) of the relevant funds.)

Accepted file types: pdf, doc, docx, jpg, jpeg, gif, tiff, Max. file size: 64 MB.
Please upload a copy of the required board resolution or send to [email protected]. Accepted file types: pdf, doc, docx, jpg, jpeg, gif, tiff.
This field is for validation purposes and should be left unchanged.