Fund Holder Transactions
The forms provided below are for your convenience in executing the following transactions:
Fund Investment Allocations Form: As noted on our Investment Strategy page, you can choose to invest your funds in one of three pools: a short-term pool, medium term pool or a long term pool. In the future, if you wish to change your investment, you may use the Fund Investment Allocation Form. Typically, fund holders do not change their investments often; however when appropriate RCF will accommodate these changes on a quarterly basis.
Grant Recommendation Form: This form is used to make grant recommendations via mail or fax.
Gift Delivery Instructions: RCF's Instructions for Electronic Gifts and Instructions for Securities Gifts contain banking instructions for sending gifts that are in the form of cash, stocks and bonds. For more information, please contact us at 510-234-1200.