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Request a Custom Fund Statement
Please fill out the form below.
Fundholder - Needs Custom Fund Statement
Name
*
Email
*
Beginning Date of Statement
*
MM/DD/YYYY
Ending Date of Statement
*
MM/DD/YYYY
Should we include sub funds when compiling the statement?
*
Yes, include all sub funds.
Yes, include some sub funds. I will indicate below which funds I would like the statement for.
No, do not include sub funds. Only include the parent (main) fund.
This question doesn't apply to me.
How will this fund statement be used/shared?
Board Meeting/Finance Review
Grantmaking Committee
General Purpose
Other
Other
Who is your Fund Advisor?
*
Diana Coyle - CICF Director of Nonprofit Services and Sustainability
Janeen Butler - Director of Scholarship programs
Other
Other
What date do you need the statement by?
*
MM/DD/YYYY
Any Additional Requests/Comments
Submit
If you are human, leave this field blank.
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