New Donor Questionnaire

After you establish a new fund with the Community Foundation, a member of the staff will use your responses to the questions below to set up your fund and provide an enhanced level of customer service. If you have any questions regarding this, please feel free to contact a member of the staff at (970) 224-3462.
New Fund Form / Donor Questionnaire   * Denotes Required Field
*Name
*Email Address
* Name of Fund


Primary Geographic Interest (Please select one)
Berthoud
Estes
Loveland
Fort Collins
Larimer County (Regional Focus)
Other
If Other, Please Specify:


* Investment Election
Growth Pool
Balanced Pool


Donor Services (Please check all that apply and/or fill in the box below to provide detail)
Grants made from this fund should be “anonymous”
I/ We intend to undertake fundraising activities
I/ We would like to meet with Roxanne Fry
Other:

Successor Advisors: You may elect to name successor advisors for your fund. For example, some donor representatives choose to name their children as successor advisors. Unless otherwise noted, all successor advisors will be added to the Foundation’s mailing list.
Successor #1: Name, Address, Phone, and Email Address. (Please indicate whether they should receive Fund Statements on a quarterly or an annual basis)
Relationship (Son, daughter, etc.)
Add successor advisor to mailing list
Successor #2: Name, Address, Phone, and Email Address. (Please indicate whether they should receive Fund Statements on a quarterly or an annual basis)
Relationship (Son, daughter, etc.)
Add successor advisor to mailing list

Primary Fund Representative: The following individual will be listed as the primary Fund Representative
* Name, Address, Phone, and Email Address
Name and contact information for additional Fund Representatives. PLEASE SPECIFY if they should receive Fund Statements quarterly or annually, and whether or not they are authorized to submit grant requests.

Please add a Yearbook statement in the space provided below. This brief statement should describe your fund. For example, “The Johnson Fund was established to support education within the Loveland community”, or “The Smith Fund was established in memory of Jane Smith, a strong supporter of the arts in Fort Collins.” This statement may appear on the Foundation’s website and/or other promotional materials.
Yearbook Statement
How did you learn about the Community Foundation?
Friend (Indicate name in box below)
Professional Advisor (Indicate name in box below)
Website (www.cfnc.info)
Foundation's Annual Report or newsletter
Foundation's e-newsletter
Newspaper Article
Other (Indicate in box below)
Please elaborate your response from above, if applicable:
How long have you lived in Colorado?
How long have you lived in Northern Colorado?
Age Bracket of Primary Donors
30's
40's
50's
60's
70's
80's
90's
# of children
Employer
Those who utilize the services of the Community Foundation contribute to the overall value we add to our region. Do you know of other Larimer County residents who might benefit from learning about the services we offer and/or receiving mail from us? Please list names, information, and indicate the level of contact you would like us to pursue.
Name
Complete Mailing Address (If Known)
Phone Number (If Known)
Email Address (If Known)
Contact options:
Add to mailing list and contact by phone
Add to mailing list, but don't contact by phone
Additional Comments:

4745 Wheaton Drive Suite 100
Fort Collins, CO 80525
p:970-224-3462 f:970-488-1990