Advised Fund Agreement Sample Contracts

ADVISED FUND AGREEMENT
Advised Fund Agreement • June 28th, 2021 • Maine

To establish XYZ Fund (hereinafter called the "Fund"), I/we hereby transfer, convey, and pay over to the Maine Community Foundation (the "Community Foundation"), as a charitable contribution, the following: description of assets.

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ADVISED FUND AGREEMENT
Advised Fund Agreement • February 24th, 2009 • Florida

THIS DONOR-ADVISED FUND AGREEMENT is made to establish a non-endowed advised fund to be known as the [name of fund] (the “Fund”) within The Community Foundation, Inc., a Florida not-for-profit corporation located in Jacksonville, Florida (the “Foundation”) by [name of Donor] (the “Donor”).

NON-ENDOWED ADVISED FUND AGREEMENT
Advised Fund Agreement • February 27th, 2020

, , between Middletown Community Foundation, an Ohio nonprofit corporation and community foundation (Foundation), and (Charitable Donor), to create an Advised Fund (Fund) of the Foundation.

ADVISED FUND AGREEMENT
Advised Fund Agreement • April 18th, 2011

Online Services (Online access varies by the role of each contact.) This contact is unable to access fund information online.

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