CVCF Recommendation/Disbursement Form

Use this form to make recommendations for grants, scholarships, or other disbursements from a fund you advise at the Central Valley Community Foundation. Fields marked with a red asterisk (*) are required to submit the form.

Instructions: To save a copy of your submission or your drafts, please log in or register in the right-hand sidebar first. 

Recommendation/Disbursement Form
If you are a consultant working with a fund, use the "Invoice" option. Otherwise, use the "grant" option.

Grant Recommendation

Use this form to make recommendations for grants from a fund you advise at the Central Valley Community Foundation.
Enter the name of the organization that you are recommending for a grant.
Enter the amount you are recommending for this grant. Example $500.00
Enter the name of your contact at the organization, if any.
If you have an email address for the recommended organization, enter it here.
If you have a phone number for the recommended organization, enter it here. Example 559-555-5555
City
State/Province
Zip/Postal
Enter the purpose or restriction for this grant. For Example "For the general support of the organization"
If you have any special instructions, please enter them here (i.e. "For example, for grants over $20,000, please keep me informed of the grant outcomes")
Drop a file here or click to upload Choose File
Maximum upload size: 67.11MB
For recommendations requiring additional documentation, upload the documents here.

Scholarship Recommendation

Use this form to make recommendations for scholarships from a fund you advise at the Central Valley Community Foundation.
Enter the name of the student receiving the scholarship.
Example 559-555-5555
City
State/Province
Zip/Postal
If you know the name of the college or institution the student will be attending, list it here.
Enter the amount you are recommending for this scholarship. Example $500.00
Drop a file here or click to upload Choose File
Maximum upload size: 67.11MB
For scholarships, please include the students scholarship application submitted and reviewed by the committee.
If you have any special instructions, please enter them here (i.e. "Hold scholarship for pick up and presentation at awards ceremony")
Use this form to submit requests for payments from a fund for which you serve as an advisor at the Central Valley Community Foundation.
- You will need to submit one form per Payee.
- Multiple invoices can be submitted for each payee by clicking on the +Add button below.
- Please allow 7-10 business days from the time of submission to complete processing.

Payee Info

If different from Business or Vendor Name above.
City
State/Province
Zip/Postal
This address will be used when mailing the check.
Example 559-555-5555

Expense Detail per each Receipt/Claim

Complete this section of this form once for each receipt or claim you are submitting.
If Known. For example, for FCC2C, ‘IRVN’ or ‘PACK.’
Only if known
If you are attaching an invoice that has an invoice number, enter the invoice number here
if billing for consultant hours
If billing for consultant hours
Example $500.00
Enter the purpose or description (including number of hours, if applicable) (i.e. Network Facilitation - 13.6 hours for Fund Consultant)
If you have any special instructions, please enter them here (i.e. "do not mail, hold for pick up")
Drop a file here or click to upload Choose File
Maximum upload size: 67.11MB
Please attach receipts as indicated. For mileage reimbursements, please attach a Google Maps Printout for each destination

Authorization

As the advisor to the fund or scholarship, please enter your contact information affirming the information submitted is accurate. A confirmation email will be sent to the email indicated below.

- Donor Advisor will receive confirmation of grant disbursement via the quarterly fund statement
- Donor Advised Funds can’t grant to supporting organizations
- Donor Advised Fund grants can’t be used to fulfill a pledge, support a political campaign, support memberships, or benefit an individual
Try it Yourself »

Grant Processing Timeline: The cut-off time for grants processing is Wednesdays at 12noon. Grants received after this time will be processed the following Wednesday. Please contact the foundation staff at 559-226-5600 if you would like to explore ways to expedite your request.
This field sums up your recommendations. You cannot edit this field.
Enter the name of the fund from which you are making this recommendation
This is the name of the person authorized to make request disbursements from this fund
This is the name of the person submitting this payment request, if different from advisor
Sending

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