Serving Union County since 1953 A 501(C)(3) Charitable Organization 126 N. Main Street, P.O. Box 608, Marysville, Ohio 43040 Phone: 937.642.9618 Fax: 937.642.7376 Forms to set up Funds with the Foundation The following are basic forms (in Word format) to assist you or your professional (financial and/or legal) advisors in setting up various funds with the Union County Foundation: Bequest Language (Will) For Contributing To An Existing "Fund" Bequest language (will) for formation of or contribution to a "Fund" (Unrestricted Fund, Field of Interest Fund, Designated Fund, Scholarship Fund, or Gift to an Existing Fund) Letter of Transmittal for Donor Advised Fund Letter of Transmittal for Organization Endowment Fund Letter of Transmittal for Unrestricted, Field of Interest or Designated Funds