The Foundation has recently mailed the annual distribution worksheets to all of our agency endowment fundholders.
Be on the lookout for your mail, here’s what you need to know:
- The worksheet will list your current distribution amount available, you can opt to take the distribution or you can roll it over to help “grow” your fund.
- If you opted not to take your distribution in 2014, you can take it this year! For the first time, we have included any leftover funds available from Fiscal Year 2014 in this year’s distribution total. The Board of Trustee recently approved that any available amounts not taken as of July 1, 2013 can be taken in future years.
- Do we have up-to-date information? We strive to keep our files current, so please make any updates to the fund information on the worksheet and return to Robert Raymond at [email protected] or by mail: Southwest Florida Community Foundation, 8771 College Parkway #201, Fort Myers, FL 33919
If you do not receive your worksheet or if you have any questions, please contact us at 239-274-5900.
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