Common Contracts
1 similar Corporate-Advised Fund Agreement contracts
CORPORATE-ADVISED FUND AGREEMENT COMMUNITY FOUNDATION OF UTAHCorporate-Advised Fund Agreement • September 6th, 2019 • Utah
(“CFU”) and the party listed below in Section 2 (“Corporate Advisor”), hereby establishes a fund at CFU. This Agreement further incorporates by reference all terms found in Policies and Procedures for Establishing and Operating Donor-Advised Funds and Corporate-Advised Funds (“DAF Policy”), Objectives and Policies for Investments (“Investment Policy”), and Policies and Procedures for Accepting Gifts (“Gift Acceptance Policy”), each as amended from time to time.
