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Mr. and Mrs. John Smith
100 Main Street
Fort Myers, Florida 33919
Date
Board of Trustees
Southwest Florida Community Foundation
8771 College Parkway, Building 2, Suite 201
Fort Myers, Florida 33919
Ladies and Gentlemen:
This is a Letter of Request and Direction for a fund that will be established at the Southwest
Florida Community Foundation after my/our passing.
This fund will be a series of Scholarship Funds.
The funds will be called, respectively:
1.) The Mary Smith Scholarship Fund for the Arts.
2.) The John and Mary Smith Scholarship Fund for Music.
3.) The Mary Smith Scholarship Fund (for UK).
Understanding that the Foundation shall distribute each year a percentage of the value of Fund
as determined by the Board of Trustees or as may be required by the IRS regulations to or for
the benefit of qualified 501(c)(3) charitable organizations, I request that the Fund be used
specifically as follows:

To establish two 4-year scholarships to benefit students pursuing an education in
music or the arts at Florida Gulf Coast University.

To establish one scholarship for students studying music at any institution renewable
up to 4 years.

To establish one scholarship fund at the University of Kentucky for students with
demonstrated financial need, renewable up to 4 years.
This Letter of Request and Direction is subject to change.
My attorney is Jackson Johnson and my accountant is Tom Jones.
Thank you for your cooperation in carrying out my wishes.
Sincerely,
John Smith (signature)
Mary Smith (signature)
Date: __________________________
Witnessed by: _____________________________________________
Print name of witness: _________________________________________