SAMPLE ENDOWMENT AGREEMENTSample Endowment Agreement • November 13th, 2003
Contract Type FiledNovember 13th, 2003A sample endowment agreement is follows. The first step in endowment agreement preparation is to determine the name, purpose, income distribution, funding period (if less than the minimum required), escape clause, and gift assets. Donor prepared agreements should be discouraged from use as they ultimately cause administrative problems and are a poor memorial to their generosity. All endowment agreements should be reviewed before being submitted to the donor.