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This person should have a donor advised fund
at the Community Foundation:
Name:____________________________________________
Address:__________________________________________
City, State, Zip:____________________________________
Phone, Email:______________________________________
I ___can ___cannot help with an introduction.
My Name:_________________________________________
Today's Date:_______________________________________
Please fill out and return to
Karen Simmons (610) 696-8845
karen@chescocf.org fax (610) 696-8213
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- - - - - - - - - - - - - - - - - - - - - - - - - - CCCF Staff
Notes:
Follow up discussion
date:___________________________
___Attend events: social, educational,
customized
___Serve on Committee or Task Force
___Create a legacy fund
___Refer clients; they are an attorney, accountant, financial manager,
investment advisor...
___Other: |