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GRANT RECOMMENDATION FORM Fund Name: Fund Advisor(s): As Advisor to the above fund, I recommend that the Community Foundation consider the following grants: Agency Name: Grant Amount: Mailing Address: Grant
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Fund advisors are professionals or firms who provide advice and guidance on investment decisions for a fund.
Fund advisors are required to be filed by registered investment advisors and firms providing advisory services to funds.
Fund advisors can be filled out by providing information on the investment strategies, performance, fees, and other relevant details of the fund.
The purpose of fund advisors is to provide transparency and accountability in the management of investment funds.
Information such as holdings, performance, fees, risks, and investment strategies must be reported on fund advisors.
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