Common use of Please refer to The Charitable Giving Guide for further information Clause in Contracts

Please refer to The Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Agency Fund established under this Agreement, then prior approval of Foundation Staff and additional documentation are required. If fundraising activities have been discussed with and approved for the Agency Fund, then an authorized Foundation Staff member should check the box and initial below. □ Fundraising approved (FFTC initial) Addenda Please indicate additional addenda attached to this Agreement, if any. Please check the following box if any addenda other than Addendum I – Agency Fund Investment Recommendation Form are attached to this Agreement? □ Additional addenda are attached and listed below: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Charitable Giving Guide The undersigned have received and reviewed the Charitable Giving Guide and agree to the terms thereof. Use of Funds The Foundation will make distributions from the Agency Fund to carry out the charitable purposes of the Agency Fund in accordance with the Code. Requests for charitable grants or distributions from the Agency Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements to any individual for expenditures or to make a grant or distribution for any non- charitable purpose or to any non-charitable entity is generally disallowed by the Code. Representatives wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Representative to an expectation that any such payment would be appropriate. Please refer to the Charitable Giving Guide for more information. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in the Charitable Giving Guide which is incorporated by reference shall apply and the Foundation shall have no liability to any party for carrying out such policy and procedure. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures The undersigned hereby acknowledge that they have read, understand and agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. The undersigned further acknowledge that they are duly authorized by the nonprofit organization to execute and deliver this Agreement and that any necessary corporate action has been taken to grant such authority. SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATE DATE SIGNATURE NAME (please print) ROLE(S) WITH ORGANIZATION DATE

Please refer to The Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Agency Fund established under this Agreement, then prior approval of Foundation FFTC Staff and additional documentation are required. If fundraising activities have been discussed with and approved for the Agency Fund, then an authorized Foundation FFTC Staff member should check the box and initial below. □ Fundraising approved (FFTC please initial) Addenda Please indicate additional addenda attached to this Agreement, if any. Please check the following box if Are any addenda (other than Addendum I – GCCT Agency Fund Investment Recommendation Form are Form) attached to this Agreement? □ Additional addenda are attached and listed below Yes  No If so, please list here: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Charitable Giving Guide The undersigned have received and reviewed the The Charitable Giving Guide and agree to the terms thereof. Use of Funds The Foundation Distributions will make distributions be made from the Agency Fund to carry out the charitable purposes of the Agency Fund in accordance with the Code. Requests Written requests for charitable grants or distributions from the Agency Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements Reimbursements to any individual for expenditures or to make a grant grants or distribution distributions for any non- non-charitable purpose or to any non-charitable entity is are generally disallowed by the Code. Representatives wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Representative to an expectation that any such payment would be appropriate. Please refer to the The Charitable Giving Guide for more information. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in the The Charitable Giving Guide which is incorporated by reference shall apply and neither the Trust nor the Foundation shall have no any liability to any party for carrying out such policy and procedure. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures The undersigned hereby acknowledge that they have read, understand and agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. The undersigned further acknowledge that they are duly authorized by the nonprofit organization to execute and deliver this Agreement and that any necessary corporate action has been taken to grant such authority. SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATE DATE SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATEDATE DATE investment recommendation form agency funds The Greater Charlotte Cultural Trust (GCCT) is pleased to offer its member organizations diverse investment options to grow fund assets for maximum philanthropic impact. Please select one of the following investment pools based on the anticipated needs for your agency fund (please note: requested changes to your fund’s investment pool will generally take effect on the first day of the following month after your completed form is received). For additional information on GCCT’s investment pools, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇. Investment Pools Fund Type Non-Endowed Quasi-Endowed Endowed Liquid Reserves Pool  Low Duration Fixed Income Pool  Income & Growth Pool  Moderate Growth Pool    Passive Diversified Growth Pool    BAC/WFC Pool    GCCT Pool    Non-Endowed Diversified Long-Term Growth Pool    Endowed Diversified Long-Term Growth Pool  By signing below, I (we) understand that all GCCT agency funds are subject to the policies of the GCCT and, where applicable, the policies of Foundation For The Carolinas as set forth in the Charitable Giving Guide. The investment recommendation selected above includes careful consideration of the anticipated annual spending and distribution plans for the agency fund. Agency Fund Name & Number: Signature of Representative: Print name: Date: Please email the completed form to ▇▇▇▇▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇.

Please refer to The Charitable Giving Guide for further information. If the Donor desires fundraising activities to be conducted in connection with the Agency Fund established under this Agreement, then prior approval of Foundation FFTC Staff and additional documentation are required. If fundraising activities have been discussed with and approved for the Agency Fund, then an authorized Foundation FFTC Staff member should check the box and initial below. □ Fundraising approved (FFTC please initial) Addenda Please indicate additional addenda attached to this Agreement, if any. Please check the following box if Are any addenda (other than Addendum I – GCCT Agency Fund Investment Recommendation Form are Form) attached to this Agreement? □ Additional addenda are attached and listed below🞏 Yes 🞎 No If so, please list here: Notes Use this section to provide any information not addressed elsewhere in this Agreement or to complete any sections of the Agreement where space was otherwise too limited. Charitable Giving Guide The undersigned have received and reviewed the The Charitable Giving Guide and agree to the terms thereof. Use of Funds The Foundation Distributions will make distributions be made from the Agency Fund to carry out the charitable purposes of the Agency Fund in accordance with the Code. Requests Written requests for charitable grants or distributions from the Agency Fund should be made at least ten days prior to the date when payment is to be made. The Foundation’s ability to make reimbursements Reimbursements to any individual for expenditures or to make a grant grants or distribution distributions for any non- non-charitable purpose or to any non-charitable entity is are generally disallowed by the Code. Representatives wishing to recommend any such reimbursement, grant or distribution should discuss it with the Foundation’s Finance & Donor Relations Team before engaging in any activity that might otherwise lead the Representative to an expectation that any such payment would be appropriate. Please refer to the The Charitable Giving Guide for more information. Succession Plans In the event that the undersigned shall not have designated a Succession Plan, then the succession plan policy and procedure contained in the The Charitable Giving Guide which is incorporated by reference shall apply and neither the Trust nor the Foundation shall have no any liability to any party for carrying out such policy and procedure. Governing Law This Agreement is made subject to and shall be construed under the laws of the State of North Carolina, without giving effect to its conflict of laws principles. This Agreement may be executed in several counterparts, each of which shall be deemed an original, and all of which shall constitute one and the same instrument. Signatures The undersigned hereby acknowledge that they have read, understand and agree to the provisions of this Agreement and that the information provided herein is accurate to the best of their knowledge. The undersigned further acknowledge that they are duly authorized by the nonprofit organization to execute and deliver this Agreement and that any necessary corporate action has been taken to grant such authority. SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATE DATE SIGNATURE BY NAME (please print) TITLE ROLE(S) WITH ORGANIZATION DATEDATE DATE invEstmEnt rEcommEndation form agEncY funds The Greater Charlotte Cultural Trust (GCCT) is pleased to offer its member organizations diverse investment options to grow fund assets for maximum philanthropic impact. Please select one of the following investment pools based on the anticipated needs for your agency fund (please note: the initial selection of, or requested changes to, your fund’s investment pool will generally take effect within 5- 10 business days after your completed form is received). For additional information on GCCT’s investment pools, visit ▇▇▇.▇▇▇▇.▇▇▇/▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇. Investment Pools Fund Type Non-Endowed Quasi-Endowed Endowed Liquid Reserves ✓ Low Duration Fixed Income ✓ Income & Growth ✓ Active Long-Term Growth (formerly Moderate Growth) ✓ ✓ ✓ Passive Long-Term Growth (formerly Passive Diversified Growth) ✓ ✓ ✓ Bank Long-Term Growth (BAC/WFC) ✓ ✓ ✓ Diversified Long-Term Growth (formerly Endowed Diversified Long-Term Growth) ✓* ✓* ✓ By signing below, I (we) understand that all GCCT agency funds are subject to the policies of the GCCT and the Foundation For The Carolinas as set forth in the Charitable Giving Guide and if applicable, understand the liquidity terms described above. The investment recommendation selected above includes careful consideration of the anticipated annual spending and distribution plans for the agency fund. Agency Fund Name & Number: Signature of Representative: Print name: Date: Please email the completed form to ▇▇▇▇▇▇▇▇▇▇▇@▇▇▇▇.▇▇▇.