Get Franklin Templeton Charitable Giving

This guide provides detailed instructions for users on how to fill out the Franklin Templeton Charitable Giving Grant Recommendation Form online. Follow these steps to ensure your grant recommendation is submitted accurately and efficiently.

Follow the steps to properly complete the grant recommendation form.

1. Press the ‘Get Form’ button to obtain the Grant Recommendation Form and open it for editing.
2. In the Account Information section, enter the name of the donor or account advisor. Include the first name, middle initial, and last name, along with the name of the account and a contact phone number.
3. Move to the Grant Recommendation and Acknowledgement section. Here, specify the amount of the grant (minimum $250) and provide the official name and address of the charitable organization, including the city, state, ZIP code, and phone number.
4. If known, include the organization’s tax ID number and the contact person at the organization. Optionally, you may add the organization’s website and an email address.
5. Indicate if the grant is intended for a special purpose (such as a project or annual fund). Specify whether the grant should recur and if so, complete the details regarding the start date, recurrence interval, and end date.
6. Decide on the grant acknowledgement preference. Choose if you want to remain anonymous, recognize the account name only, or recognize the account name and donor(s). You may also choose to provide other recognition details.
7. In the Required Signature section, review the acknowledgment statement and signature requirements. Sign and date the form to confirm understanding of the grant stipulations.
8. Submit the completed, signed form to your financial advisor. You can also fax it to Renaissance Charitable Foundation, Inc., or enter the information online as specified in your account access.

Now that you have the information, complete your grant recommendation form online today.