Sample Fund Agreements

Sample agreements for establishing a fund at the Foundation are available by contacting the office.

Agency Fund Agreement
Designated Fund Agreement
Organization/Agency Endowment Agreement
Donor_Advised_Fund Agreement (pdf)

Donor Advised Fund packet

A personal approach to giving.

Establishing a Donor Advised Fund allows a donor to make a gift to the community foundation, then remain actively involved in suggesting uses for the gift. A donor can work with the community foundation’s professional staff to suggest ongoing uses for the fund – targeting the issues they care about most. Grant awards are issued to charities in the name of the fund (or anonymously if the donor prefers). It’s a simple, powerful, and highly personal approach to giving. Donor_Advised_Fund_packet (pdf)

Brochures