Donor Advised Fund Agreement Template

Donor advised fund agreement contact 8168427444.

Donor advised fund agreement template. Editable agreement for donor advised funds. Your fund will be administered by the greater kansas city community foundation a 501c3 public charity. Thank you for setting up a donor advised fund. This sample document isbeing provided for informational purposes and is not to be shared without the permission of the council on foundations.

Donor advised endowment fund agreement draft donor advised fund agreement draft page 2 of 3 6. Our staff is available to assist you with a wide variety of services from creating your fund to ongoing grant making and charitable giving services. Sample fund agreements policies. These policies and procedures which constitute a part of the donor advised fund agreement to which they are attached may be amended from time to time when deemed necessary or desirable by bcfs board of trustees.

State of south carolina donor advised fund agreement. Upon termination of advisement by donor or donors successor advisors the fund shall become a separate named fund within the foundations general unrestricted charitable endowment. This agreement is subject to arbitration pursuant to 15 48 10 et seq code of laws of south carolina 1976 as amended. We are committed to connecting you with the community and the causes that are important to you.

The donor advised fund will be effective upon the acceptance of this agreement by the foundation. Use of the sample document does not create an attorney client relationship and the information provided is not a substitute for expert legal tax or other professional advice tailored to your specific. Clients can use the community foundation to support multiple charities locally or nationally. Termination of advisement.

Donor advised funds by resolution of the board of trustees adopted on february 4 1972. Template agency endowment fund template bequest language template designated endowment fund template donor advised endowment fund template donor advised pass through fund template field of interest endowed fund template field of interest pass through fund template special project pass through fund. Thank you for choosing the cobb community foundation. The following individuals may serve as advisors to the donor advised fund.

Donor recommendations are submitted to the foundations board of trustees for approval. This donor advised fund is your charitable giving account. Donor advised endowed fund agreement sample donor advised non endowed fund agreement sample a donor advised fund provides you an opportunity to express all your philanthropic interests. The daf will be administered in accordance with the normal and customary policies for donor advised funds of the foundation available upon request.