Endowment Spendable Income Request Form

  • Recipient Information:

  • I (we) certify that the process stipulated in the Endowment Agreement for determining distribution requests has been followed and that this request is the result of that process. I (we) further certify that the purpose for which these funds will be used complies with the purpose of the Endowment Fund as stated in the Endowment Agreement.

    If you need a copy of the Endowment Agreement prior to certifying to the above, please contact Gina Rhodes, Director of Planned Giving.

    If this is a scholarship fund, please include information on the recipient(s) on another sheet.

    Gina M. Rhodes
    Director of Planned Giving
    Diocese of Charlotte
    1123 South Church Street, Charlotte, NCĀ  28203