Qualified Charitable Distribution (QCD) Designated Grant Form

Please fill out this online form to indicate your gift designations from your QCD. Please note, we must receive this information prior to your QCD check or stock transfer.

Donor First & Last Name*

Donor Address*

Donor Phone Number*

Donor Email*

Qualified Charitable Distribution Amount*

Please note, if this is a stock transfer, please indicate this here with the approximate value anticipated

Anticipated Gift Date*

Donor Recognition*

Please indicate how you would like to be recognized in our publications for your gift. You may type in "anonymous" if you would not like to be recognized.

Gift Designations

Please indicate the Federal Nonprofit Charities or the Whatcom Community Foundation Fund(s) that you would like your QCD to be applied to. If you do not know the exact amount of your QCD, you may indicate a percentage. Please also type in the purpose, e.g. "unrestricted" or "program." If you have more than 3 designations you may upload a list, noting the above information. A nominal fee of $10 per grant will be charged.

We hope you consider recommending a gift to the WCF Community Fund which supports our projects, programs and initiatives that are focused on building a stronger and more resilient community through partnerships that connect people, ideas, resources, and opportunities for greater impact.

First Organization or Community Foundation Fund

First Amount or %

First Organization or Fund Purpose

e.g. unrestricted

Second Organization or Community Foundation Fund

Second Amount or %

Second Organization or Fund Purpose

Third Organization or Community Foundation Fund

Third Amount or %

Third Organization or Fund Purpose

Designation List Upload

If you have more than 3 charitable designations, please upload your list here noting the organization name, amount or %, and purpose.

Drag and drop files here or

Irrevocable Gift

I hereby irrevocably assign, convey, transfer and deliver the Property to the Whatcom Community Foundation, the net proceeds to be designated for support of the following federally recognized nonprofit organizations and/or Community Foundation Funds:

Variance Power

The Foundation’s Board of Directors has the authority to modify any restriction or condition on the distribution of funds for any specified charitable purposes if in the sole judgment of the board, such restrictions or conditions become, in effect, unnecessary, incapable of fulfillment or inconsistent with the charitable needs of the community or area being served. This provision is consistent the Foundation Board’s variance power as set forth in Treasury regulations, §1.170A-9(f)(11)(V)(B).

Donor Acknowledgement

By submitting this form, I agree to the following:

Assure Whatcom Community Foundation (WCF), a qualified public charity, that these proceeds will not provide any direct or indirect benefit to the me or my immediate family.
My QCD gift is not to a donor advised fund or a supporting organization.
I understand that the WCF Board has the above referenced variance power.

Financial Advisor Contact Information

Name of Firm QCD is Coming From*

Firm's Contact Name

Firm's Contact Email

Firm's Address & Phone #*

Special Instructions or Notes

Send me a copy of my responses

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