40 NW 3rd Street | Suite 305 | Miami, FL 33128 | Telephone: 305.371.2711 | Facsimile: 305.371.5342

Donor Advised Grant Recommendation Form

As the Advisor to the below-referenced Fund, I recommend that the Board of Trustees of The Miami Foundation consider the following grant (one grant request per form). Grant checks are processed on a weekly basis and the deadline to receive requests is Tuesday at noon. If received after the deadline, the request will be processed the following week.

1. Fund Name: ____________________________________________________________________________

2. Grant Recipient

a. Organization’s Official Name: ________________________________________________________

b. Organization’s Tax I.D.: ____________________________________________________________

c. Mailing Address: _________________________________________________________________

d. Contact Name: ___________________________________________________________________

Title: ___________________________________________________________________________

e. Phone: _______________________ E-Mail: _________________________________________

3. Grant Amount and Purpose

a. Grant Amount: ___________________________________________________________________

b. If available, please process grant as an ACH Transfer:

c. Purpose (if other than general support): _______________________________________________

d. Program (describe): _______________________________________________________________

4. Special Instructions: _____________________________________________________________________

________________________________________________________________________________

5. Certification

I understand that this recommendation is advisory only and that the final authority over all distributionsmade by the Foundation rests with the Board of Trustees, whose charge it is to ensure that all grants aremade for charitable purposes consistent with Internal Revenue Service Guidelines and within the missionof The Miami Foundation. I certify that this grant recommendation adheres to the Grant Restrictions onthe reverse of this page. I acknowledge that language due to this effect may be added to the granttransmittal letter.

Advisor Name (please print):_____________________________ Date: _______________________

Advisor Signature: _________________________________________________________________

40 NW 3rd Street | Suite 305 | Miami, FL 33128 | Telephone: 305.371.2711 | Facsimile: 305.371.5342

Grant Guidelines

The Miami Foundation makes grants to 501(c)(3) public charities and government entities with UnitedStates affiliation.

The Miami Foundation will assist in processing international grants, additional fees may apply.

Grant Processes

All grant recommendations are reviewed and approved by The Miami Foundation Board of Trustees.

The Miami Foundation processes grant checks on a weekly basis and the deadline to receiverequests is Tuesday at noon. If received after the deadline, the request will be processed thefollowing week.

A letter with the grant check will be mailed directly to the nonprofit organization or to the Fundholderfor distribution.

Copies of the grant check cover letter are mailed to all pre-selected Fund advisors and contacts.

Grant Restrictions

Grants cannot be made for memberships, fulfillment of pledges, tickets to events, or anything elsethat provides benefits to the Fundholder.

Fundholders, their advisors, and related parties may not receive grants, loans, compensation orsimilar payments (including expense reimbursements) from Fundholders advised Funds.