Donor Advisor Form

As a donor advisor please use the form below to make your recommendation of funds to be sent to the public charities of your choice. Please use the email you would typically correspond with the Catholic Foundation. Once you submit the form, the Catholic Foundation will begin to process your recommendation. If you would like to fill out a paper form and submit the recommendation via mail please click our donor advisor recommendation form.

If you have any questions please feel free to call Josh Diedrich at 920-272-8197.

Date
MM slash DD slash YYYY
Name of Donor Advisor*
First Last
Donor Advisor Email*
Enter Email Confirm Email
Phone
Name of Donor Advised Fund*
Recipient Organization Name*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Organization Phone
Do you have another recommended donor advised distribution?
- Yes
- No
How many additional recommendations do you have?
Recipient Organization Name #1*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Recipient Organization Name #2*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Recipient Organization Name #3*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Recipient Organization Name #4*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Recipient Organization Name #5*
Recommended Gift Amount*
Gift Purpose*
Organization Address
(If this is the first time you have recommended this organization please fill out the address information.)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Organization Contact Person
First Last
Final Recommendations*
- These are my final recommendations
Please check the check box above and then hit the submit button below to send your recommendations.

The Catholic Foundation for the Diocese of Green Bay, Inc.

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