Philanthropic Development Officer
Darin L. Martinelli, CFP
®, CPhD
Strategic Wealth Advisors, LLC
21001 San Ramon Valley Blvd., A4-407
San Ramon, CA 94583
(925) 837-1010 Fax (925) 837-8010
There are some who’ve left a name so that tomorrow will see their light...and some who will perish as though they never lived.
Application to Begin a Foundation
By completing and signing this application you certify that you will conduct activities that satisfy the requirements of the Internal Revenue Code. You further certify that you will abide by the policies and conditions set forth by the National Heritage Foundation, Inc. and its Board of Directors. In order to qualify as a deductible contribution for income tax purposes, the ownership, custody and control of any donated funds and property will be fully relinquished to National Heritage Foundation. Any disbursements requested must be approved by the Board of Directors and their decision is final. Please include a telephone number where you can be reached if we have any questions. Mail this completed application and payment to the address listed below. Once your application has been reviewed and approved by our Board of Directors, you will receive a walnut plaque, a parchment certificate and a how-to manual entitled, "Now That You Have Your Foundation."
Proposed Foundation Name:
Donor/Applicant Name(s):
Address:
City/State/Zip:
Social Security Number (of each applicant):
Telephone (office): Fax: E-mail Address:
Signature:
Your foundation may choose an advisor called a Philanthropic Development Officer (PDO).
PDO Name: Darin L. Martinelli, CFP
®, CPhD PDO No. P09424
Company: Strategic Wealth Advisors, LLC
Address: 21001 San Ramon Valley Blvd., A4-407
City/State/Zip: San Ramon, CA 94583
Telephone: (925) 837-1010 Fax: (925) 837-8010 E-mail Address: dlmplanner@aol.com
Signature:
Proposed Charitable Purpose
Any charitable, educational, scientific or religious activities that may be approved from time to time. (If you would like to provide a more detailed description of the charitable activities you wish to conduct and/or the charitable organizations you wish to support, please provide the details below. You may attach additional sheets if necessary).
Override: If you would like a percentage of your donations to go to another NHF foundation, please indicate the name and amount here: Foundation Name: Tom Hazzard Memorial Jazz Hall of Fame Percentage: 1%
Application fee ($285):
National Heritage Foundation
6201 Leesburg Pike, Suite 405, Falls Church, VA 22044
Phone 800/986-4483, Fax 703/820-5100 Website:
http://www.nhf.org E-mail: foundations@nhf.org
Please attach check or use major credit card: Card Number:
Expiration Date: /
