Investment Reallocation

Please recommend a new allocation for the investments in your donor-advised fund either by completing this form, or logging in to the donor portal at donoradvisedfund.ubs.com and selecting Invest. You can choose either the Model Portfolios or Segregated Account. Note: if no investment allocation is selected at the time a new account is funded, contributed assets will be allocated to the UBS Select Treasury Institutional Fund (SETXX). If you need assistance, call (877) 277-3191 or send an email to [email protected].

1. Donor-Advised Fund Information Donor-Advised Fund Name Donor-Advised Fund Account Number (if known)

Primary, Joint Advisor or Authorized Officer Name Prefix First Name MI Last Name Suffix

2. Select Your Investment Reallocation Before recommending an investment allocation, please review the Investment Performance document. This step is not required to establish your new DAF and may be completed at a later date. If no investment allocation is selected at the time a new account is funded, contributed assets will be allocated to the Select Treasury Institutional Fund (SETXX).

Note: For each of the UBS DAF Investment Options 1-4, UBS assesses an investment advisory fee that will not exceed 0.30% (30 basis points). The UBS money market funds are excluded from the UBS investment advisory fee.

UBS Asset Management Portfolios: Select ONE of the following options: OPTION 1: UBS House View Core Portfolio: Globally asset-allocated portfolios with tactical asset allocation, invested in a combination of exchange traded funds and actively managed mutual funds. Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive

OPTION 2: UBS House View Global Selections ETF Portfolio: Globally asset-allocated portfolios with tactical asset allocation, invested in a combination of broad-market as well as regional industry and sector exchange traded funds. Conservative Moderately Conservative Moderate Moderately Aggressive Aggressive Equity Preference

OPTION 3: UBS Sustainable Investments Portfolio: Globally asset-allocated portfolios with tactical asset allocation, invested in exchange traded funds and actively managed mutual funds with an emphasis on environmental, social and governance factors. Conservative Moderate Aggressive

(877) 277-3191 | [email protected] UBS FOR IR 0621 © National Philanthropic Trust. All rights reserved. Page 1 of 3 2. Select Your Investment Reallocation (continued) OPTION 4: Personalized mutual fund option Mutual fund Morningstar asset class Ticker symbol % UBS Select Government Institutional Fund Money Market SEGXX % UBS Select Treasury Institutional Fund Money Market SETXX % Metropolitan West Total Return Bond Fund Intermediate-Term Bond MWTIX % JPMorgan Core Bond Fund Intermediate-Term Bond WOBDX % Vanguard Total Bond Market Index Fund Intermediate-Term Bond VBTLX % Brandywine Global Opportunities Fund World Bond GOBIX % Vanguard 500 Index Fund Large Blend VFIAX % JPMorgan Equity Income Fund Large Value HLIEX % JPMorgan Large Cap Growth Fund Large Growth SEEGX % Vanguard Mid Cap Index Fund Mid-Cap Blend VIMAX % Eaton Vance Atlanta Capital SMID-Cap Fund Mid-Cap Growth EISMX % Vanguard Small Cap Index Fund Small Blend VSMAX % Invesco Small Cap Value Fund Small Value VSMIX % Nationwide Geneva Small Cap Growth Fund Small Growth NWKDX % American Funds New Perspective Fund World Stock ANWFX % Vanguard Total International Stock Index Fund Foreign Large Blend VTIAX % MFS International Diversification Fund Foreign Large Blend MDIZX % Invesco International Growth Fund Foreign Large Growth AIIYX % Virtus Emerging Markets Opportunities Fund Diversified Emerging Mkts HIEMX % Vanguard Emerging Markets Stock Index Fund Diversified Emerging Mkts VEMAX % MFS Global Real Estate Fund Global Real Estate MGLRX % Cohen & Steers Real Estate Securities Fund Real Estate CSDIX % ALPS Core Commodity Management Complete Commodities Strategy Fund Commodities Broad Basket JCRIX ______100% TOTAL

Segregated Account – Financial Advisor Managed Donors with accounts over $500,000 may suggest that a financial advisor recommend investments other than those NPT offers. To establish a Segregated Account, have your financial advisor contact NPT at (877) 277-3191 or [email protected] for the appropriate paperwork. Please Note: NPT’s Investment Policy Guidelines apply to all segregated accounts. Segregated accounts with a balance below $500,000 will be deemed to have a balance of $500,000 for purposes of the charitable administrative fee calculation. In addition, NPT reserves the right to move segregated accounts that have a balance below $500,000 into a UBS Asset Management Portfolio.

(877) 277-3191 | [email protected] UBS FOR IR 0621 © National Philanthropic Trust. All rights reserved. Page 2 of 3 3. Acknowledgement of Terms This section must be signed by the Primary and Joint Advisor, if both advisors are listed on this application. I acknowledge that I have read NPT’s A Guide to Your Donor-Advised Fund and agree to the terms and/or conditions contained therein. I certify that, to the best of my knowledge, all information in connection with this application is accurate and I will notify NPT in writing of any changes.

Primary Advisor Signature

Print Name Date (MM/DD/YYYY)

Joint Advisor Signature

Print Name Date (MM/DD/YYYY)

RETURN THIS COMPLETED FORM BY EMAIL, FAX OR MAIL TO: National Philanthropic Trust 165 Township Line Road, Suite 1200, Jenkintown, PA 19046 | Fax: (267) 415-1514 | [email protected]