Request for Transfer of Invested Funds

Dear Fund Advisor:

Transfer Out:

Tides’ payout window for 2024 is now open until Nov 15, 2024 for you to transfer funds from your Investment Account to Available Cash for grant making.

Any amount you transfer will be available after Dec 6, 2024 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 Nov 15, 2024.

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

You may transfer any amount you wish or none. If you do not have any money invested, no transfer is necessary. If you have any questions regarding your grant making plans, please do not hesitate to call your Advisor.

Invested Advised Fund Balance and Cash Available for Grant-making

Funds transferred from your Invested Advised Fund into the cash account will be available for grant making after Dec 6, 2024.

First Name

Last Name

Email Address

Fund Name or Number

Amount to transfer from my Investment Account to my Available Cash for my grant making activities:

Transfer In:

If you wish to transfer funds into your invested account, you may do so by completing the transfer request below without any time restrictions.

Please transfer from Available Cash:

from Available Cash to the following:

Tides Balanced FundTides Fossil Fuel Free FundOther (Index Funds, etc.)