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General Information

Applicant Full Name(Required)

First Middle Last

Add Co-Applicant

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Co-applicant Full Name

First Middle Last

Applicant Mailing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Co-applicant Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Applicant Email Address

Co-applicant Email Address

Applicant Phone Number(Required)

Co-applicant Phone Number

Applicant Date of Birth(Required)

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Co-Applicant Date of Birth

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Applicant Marriage Anniversary

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Fund Information

Desired/Established Name of Donor Advised Fund*(Required)

Name(s) on Fund Committee (if different than above)

Would you like to receive your quarterly statement by email or mail?(Required)

Email

Mail

Would you like your address published to your grantees, so that they may acknowledge your gift?(Required)

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No

Would you like to be notified by email when you have a donation posted to your fund?(Required)

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Would you like to be notified by email when you have a grant processed?(Required)

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No

Type of Fund Desired*(Required)

ALPHA Fund

Designated Ministry Fund

Giving Fund (pass-through) - no cost, no fees, no minimums; basic and most common TGT Donor Advised Fund

Giving Circle – for multiple-donor funds; 1% fee on grants sent

Interest-Bearing Fund: $100,000 minimum; limited growth; no risk; 1% fee or 50% of interest rate if below 2%

Actively Managed Fund: TGT Manager - 60% equity/40% bond; pooled fund for smaller accounts; 1.25% fee

Vanguard Life Strategy Income Fund - 20% equity/80% bond; income driven approach; 1% fee

Vanguard Life Strategy Conservative Growth Fund - 40% equity/60% bond; moderate risk; 1% fee

Vanguard Life Strategy Moderate Growth Fund - 60% equity/40% bond; long-term growth approach; 1% fee

Vanguard Life Strategy Growth Fund - 80% equity/20% bond; aggressive growth approach; 1% fee

Actively Managed: Your Manager - TGT partners with manager of your choosing; 0.25% to 0.60% fee (sliding scale)

Note:
All investing is subject to risk, including the possible loss of the money in the Fund. Diversification does not ensure a profit or protect against a loss. Past performance does not guarantee future results. This is true regardless of the manager chosen - a TGT manager/fund or your own manager. This has no bearing upon the charitable deduction allowed for your contribution INTO the Fund, but may impact the amount available for future grant making OUT of your Fund.

I/we hereby apply for a Donor-Advised Fund with The Generosity Trust. I/we hereby acknowledge that, if I/we choose any type of actively-managed fund, that I/we understand the risks involved in potential loss of principal within the fund as outlined above.

Type Your Signature(Required)

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Type Your Signature (Co-Applicant)(Required)

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Date(Required)

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Chattanooga, TN 37405

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