The forms provided below are for your convenience in executing the following transactions:
As explained in our investment strategy page, you can choose to invest your funds in one of four pools: a cash pool, a short-term pool, intermediate-term pool or a long-term pool. Once you have decided to which pool you will assign your funds, you can use the Investment Change Form – This form is used to make recommendations for fund holders’ investment allocations. Typically, fund holders do not change their investments often; however when appropriate EBCF will accommodate these changes on a quarterly basis.
Grant Recommendation Form – This form is used to make grant recommendations via mail or fax. Grant recommendations can also be made on-line via the Donor Express portal on this website.
Donor Delivery Instructions – This form contains EBCF banking instructions for sending gifts that are in the form of cash, stocks and bonds. Please contact the Donor Servicing Department at 510.836.3223.