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Fund Holders Transactions

 

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.

Make An Unrestricted Gift to The Foundation

Anyone can give to EBCF. Click to make a secure online donation now.

Make A Grant Recommendation

Fundholders, click here to use your Donor Central account to make grant recommendations.

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Send us a completed Grant Recommendation Form – This form is used to make grant recommendations via mail or fax.

Stock Gifts or Banking Instructions

Donor Delivery Instructions – This form contains EBCF banking instructions for sending gifts that are in the form of cash, stocks and bonds. If you need assistance, please contact the Donor Services Department at 510.836.3223.

Mail a Check

If you prefer to mail a check, our mailing address is:

East Bay Community Foundation
De Domenico Building
200 Frank H. Ogawa Plaza
Oakland, CA 94612