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Advisor Resources

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 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.  

These documents are available at the Foundation Office at 2908 W. 39th Street, Suite A at Kearney, Nebraska.

A small fee may be charged for the cost of copies. For more information, call (308) 237-3114.

ADVISOR TOOLS
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