Fund Closure Form

In order for us to fulfil your request, please fill out the form below. It should take no longer than 10 minutes to complete.

If you have any questions, contact your philanthropic advisor directly or contact our team at effectivephilanthropy@cicf.org.

Thank you for your cooperation and know that we will make this transition as smooth as possible.

Fund Closure Form

Fund Information

Are there any other funds at CICF that you are closing at this time? *

Specifics Surrounding The Closure

What is the main reason for closing this fund(s)? *
What would you like to do with the remaining fund balance? *
Please note: The balance currently in your fund may not reflect the amount that will be withdrawn from the fund(s) at time of closure. For example, if the quarterly fees have not been assessed, that will need to be assessed prior to closing the fund. We will work with our Operating team to make sure this process is handled correctly.
I.e. Schwab Charitable or National Christian Foundation
I.e. Smith Family Charitable Fund. This will be added to the memo line on the check.
This will be included in the memo line of the check.
Full Name
Email
What is the address where the check should be sent?
What is the address where the check should be sent?
Organization Name (I.e. Schwab Charitable)
Street
City
State/Province
Zip/Postal
Would you like your Effective Philanthropy Officer to provide you with historical giving reports? *

Feedback