Request for Transfer of Invested Funds

Dear Fund Advisor: 

Tides’ payout window for 2018 is now open until January 19th, 2018 for you to transfer funds from your Investment Account to Available Cash for grant making. 

Any amount you transfer will be available after February 1st, 2018 and will be added to your current Available Cash Account.

Please note that Tides has changed its policy, the 5% annual minimum payout/transfer from your fund will no longer be required. Tides will only transfer funds when requested by you. 

If you wish to make a transfer at this time, simply complete this form by January 19th, 2018.

Requests to transfer funds after this date may incur a special handling fee of 3.5% or $500, whichever is less.

You can find the current Available Cash balance of your fund by logging on to your Fluxx account. If you do not have a Fluxx account, please contact your Advisor to set one up. 

You may transfer any amount you wish or none. If you do not have any money invested in the Walden Investment Pool, no transfer is necessary. If you have any questions regarding your grantmaking plans, please do not hesitate to call your Advisor.
Funds transferred from your Invested Advised Fund into the cash account will be available for grant making after February 1st, 2018.

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