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New Fund Worksheet For Opening a Corporate-Advised Fund at the Richmond Community Foundation Please complete this worksheet so we can help you open a corporate-advised fund at the Foundation. We will use the information
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Document Date: 2014-02-24 14:26:01


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File Size: 237,26 KB

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City

State Zip City / Zip City / Richmond / /

Company

Advised Fund / The Richmond Open Space Fund. / /

Currency

USD / /

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/

IndustryTerm

traded securities* real estate / /

Organization

Your Fund / Corporate-Advised Fund / RCF’s Giving Center / Richmond Community Foundation / Anonymous Fund / Foundation Foundation / Golden Mountain Fund / Advisory Committee / /

Person

Pamela Horan / /

/

Position

attorney / accountant / financial advisor / tax advisor / Advisor / Name Attorney CPA Financial Advisor / Professional Advisor Information Many people / Philanthropic Advisor / advisors / Member Initial Lead Advisor / Director of Development / professional advisor / Lead Advisor / Controller / /

ProvinceOrState

California / /

Technology

cellular telephone / /

URL

www.richmondcf.org / http /

SocialTag