Corporate Advised Fund Agreement Sample Contracts

Corporate Advised Fund Sample Agreement

Corporate Advised Fund Agreement • August 20th, 2012 • California

• Contract Type
  Corporate Advised Fund Agreement
• Filed
  August 20th, 2012
• Jurisdiction
  California

The Corporation agrees to create and maintain with the Foundation a Corporate Advised Fund ("the Fund") under the following terms and conditions:

CORPORATE-ADVISED FUND AGREEMENT COMMUNITY FOUNDATION OF UTAH

Corporate-Advised Fund Agreement • September 6th, 2019 • Utah

• Contract Type
  Corporate-Advised Fund Agreement
• Filed
  September 6th, 2019
• Jurisdiction
  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.

Corporate advised Fund agreement

Corporate Advised Fund Agreement • February 1st, 2007

• Contract Type
  Corporate Advised Fund Agreement
• Filed
  February 1st, 2007

Name o Mr. o Ms. Title Mailing Address City State Zip Direct Phone Number Fax Email DonorConnect – Online ServicesWould you like online access to your fund? o Yes o No (Online access varies by the role of each contact.)