General Questions
	How can I check the status of my fund?
	What are my investment options?
	Can I see how the assets in my fund have been invested?
	Whom should I contact if I have problems using Donor Express?
	Can I make changes to the New Fund Agreement?

Recommending Grants through the Bank of Marin Foundation
	How do I recommend a grant from a donor-advised fund?
	To whom may I recommend a grant?
	Can I make a grant to a specific individual?
	Can I make a pledge through my fund?
	Can I make a grant through my fund for memberships in organizations such as KQED, the opera, or the Sierra Club?
	Can I make a grant in memory or in honor of someone?
	Can I recommend grants outside of Marin County?
	Can I recommend grants to private foundations?
	What are Bank of Marin Foundation’s due diligence requirements?
	How long does it take to process a grant recommendation?
	Can you send me the grant check so I can deliver it to the nonprofit?
	What is the minimum grant amount?
	Is there a minimum amount that must be distributed each year?
	Does the foundation have a spending rule, and how does that apply to the grants I recommend?
	What if I don’t know who to make grants to or want to know who is doing the best job in my area of interest?
	Can I get a refund of a gift made to the foundation?

Gifting Assets To The Bank of Marin Foundation
	Can I give anything besides cash and public traded securities? How?
	If I am gifting cash, how do I make out my check?
	What information will be on my receipt?
	How long does it take for a gift to be processed?

What To Do With The Signed Fund Agreement
	What should I do with this document?
	Will I be getting any other documents?

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