The American Foundation: Family Foundation: FUNDING GUIDELINES

The American Foundation: Creating Family Foundations

FUNDING GUIDELINES

Below we have provided basic instructions for contributing cash, mutual funds, or securities to the American Foundation. If you do not find instructions for your contribution type, or if you need assistance, please call the American Foundation.

If you currently have a foundation with the American Foundation and wish to make an additional contribution, please follow the instructions below, and fill out a copy of the "Additional Contribution" form. The American Foundation will confirm to you in writing the receipt of all assets.

Mail to:

The American Foundation

4518 N. 32^nd Street

Phoenix, AZ 85018

To establish a foundation or to add to a foundation, call: (602) 955-4770

Professionals call: (602) 522-8800

Fax: (602) 955-4707

Other important numbers:

Tax Status: 501(c)(3) Public Charity

Tax ID #: 86-0857725

Contribution Type: Mail/Fax to the American Foundation: Instructions:

CASH

Check	Application and copy of check	Please make checks payable to the "American Foundation for Charitable Support." Mail or deliver to broker for deposit to established foundation brokerage account.*
Wire Cash	Application	Please contact your investment advisor or broker (or call us) for the proper instructions to wire funds into your family foundation.

STOCK CERTIFICATES

Stock Certificates

Application and copy of endorsed certificate (we suggest using a mail method requiring a receipt)

Your investment advisor or broker (or call us if you do not have one) can instruct you on how to endorse certificates over to your newly established family foundation. Date and sign the certificate exactly as your name appears on the front. Also, write the newly established foundation brokerage account number on the front, top-right corner of the certificate. Mail or deliver the certificates to your broker if an account has already been established, or to the American Foundation if the account has not been established.

CASH OR SECURITIES HELD AT FINANCIAL INVESTMENT FIRMS

Securities and/or Mutual Funds Held at a Financial Institution	Application and a copy of the Letter of Instruction A (see attached)	Submit original Letter of Instruction (see "Letter of Instruction A" attached) to the firm currently holding the securities. Instructions should request that shares are transferred directly to the American Foundation account name and number listed with your broker (see your broker or call us for the appropriate DTC #).
Mutual Funds Held at a Mutual Fund Company	Application and copy of the Letter of Instruction B (see attached)	Submit original Letter of Instruction (see "Letter of Instruction B" attached) to the mutual fund company. Instructions should request that shares are transferred directly to the American Foundation account name and number listed with your broker (see your broker or call us for the appropriate DTC #). Check with the fund company regarding signature guarantee requirements.

OTHER ASSETS

Real Estate, Partnerships, Closely Held or Restricted Stock, Artwork or Other Assets

Application

Please contact the American Foundation before making any contribution of these types. The American Foundation will work with your financial and tax professionals to effectuate the transfer. The American Foundation will provide simple instructions that pertain to the asset in question and will authorize in writing the final transfer.

* All contributions will be deposited into the donor's family foundation at the American Foundation for Charitable Support.

Table of Contents

4518 North 32nd Street, Phoenix, AZ 85018
Telephone: (602) 955-4770 Fax: (602) 955-4707
E-mail: info@americanfoundation.org
Tech Support: info@americanfoundation.org