Donor Advised Fund Agreement Sample Contracts

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Donor-Advised Fund Agreement • February 28th, 2024

Thank you for taking the time to consider opening a Donor-Advised Fund at the Greater Washington Community Foundation. To ensure that we can quickly help you start reaching your philanthropic goals, please be sure to read and complete this Agreement, including all attachments, in its entirety. The Agreement consists of the following documents:

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DONOR ADVISED NON-ENDOWED FUND AGREEMENT
Donor Advised Fund Agreement • February 9th, 2018 • Alabama

2016, by and between (hereinafter the “Donor"), who is a resident of , Alabama, and the COMMUNITY FOUNDATION OF NORTHEAST ALABAMA (hereinafter the “Foundation”).

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • February 24th, 2014 • Montana

This Agreement is made and entered into on the day of , 20 , by and between the Whitefish Community Foundation, Inc. (“Community Foundation”) a nonprofit Montana corporation and a community foundation and

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • May 13th, 2021
DONOR-ADVISED FUND AGREEMENT
Donor-Advised Fund Agreement • April 13th, 2018

Thank you for choosing the Cobb Community Foundation. We are committed to connecting you with the community and the causes that are important to you. Our staff is available to assist you with a wide variety of services, from creating your fund, to ongoing grant making and charitable giving services.

A Donor Advised Fund Agreement With the Community Foundation of Northern Nevada
Donor Advised Fund Agreement • August 24th, 2022 • Nevada

THIS DONOR ADVISED FUND AGREEMENT, entered into effective this day of 20 by and between (the "Donor”) and the Community Foundation of Northern Nevada, a Nevada non-profit corporation (the “Foundation”), to create the Fund (hereafter defined). This agreement sets forth the terms and conditions that will apply to the Fund beginning on the date of the initial contribution to the Fund.

Greater Tacoma Community Foundation Donor Advised Fund Agreement
Donor Advised Fund Agreement • May 4th, 2016

Endowed Low-Risk Investment Pool $ Short-Term Investment Pool $ Non-Endowed Long-Term Investment Pool $ Socially Responsive Investment Pool $ External Investment Management ($250,000 Minimum)

Donor Advised Fund Agreement
Donor Advised Fund Agreement • April 1st, 2015 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • April 6th, 2016

Complete this form to establish a Donor-Advised Fund (Fund) with your irrevocable gift to YouthBridge Community Foundation (YouthBridge). For questions, please call 314-985-6778 or email us at info@youthbridge.org.

FJC INDIVIDUAL/FAMILY DONOR LETTER AGREEMENT
Donor Advised Fund Agreement • August 6th, 2021

This is a letter agreement between the undersigned Donor(s) and FJC to establish a Donor Advised Fund under and subject to the FJC Procedures for the Operation of Donor Advised Funds, as these procedures may be amended from time to time. I (we) acknowledge that I (we) have received and read the Summary of Procedures and Rules for Donor Advised Funds.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • October 10th, 2019
DONOR-ADVISED FUND AGREEMENT FOR AN ORGANIZATION
Donor-Advised Fund Agreement • April 13th, 2018
FAMILY DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • July 20th, 2021 • California

(referred to as the “Donor(s)”) and the Christian Foundation of America, 1 Dole Dr., Ste #3133, Westlake Village, California, 91362 a not-for-profit public charitable organization, TIN 77-0566530 (referred to as “Foundation”).

DONOR ADVISED FUND AGREEMENT BETWEEN
Donor Advised Fund Agreement • August 18th, 2021

WHEREAS, the Donor desires to have established in the Foundation a Donor Advised Fund with respect to which the Donor can recommend recipients of charitable grants; and

Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • October 8th, 2019

Thank you for choosing Rose Community Foundation as your partner in philanthropy. We look forward to helping you with your charitable giving.

Donor Advised Fund Agreement
Donor Advised Fund Agreement • November 20th, 2017 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

ENDOWED, QUASI-ENDOWED AND PROVISIONAL DONOR-ADVISED FUND AGREEMENT BETWEEN THE CHESTER COUNTY COMMUNITY FOUNDATION AND xxx
Donor-Advised Fund Agreement • November 9th, 2020

THIS AGREEMENT, made and entered into by and between THE CHESTER COUNTY COMMUNITY FOUNDATION, INC. (the “Foundation”), and XXX (hereinafter referred to as the “Founding Contributors”),

DONOR-ADVISED FUND AGREEMENT
Donor-Advised Fund Agreement • August 14th, 2020 • Massachusetts

of , 2020 between The SouthCoast Community Foundation (“Foundation”) a community foundation tax exempt under section 501(c)(3) of the Internal Revenue Code, and

Contract
Donor Advised Fund Agreement • September 18th, 2023
INDEX
Donor-Advised Fund Agreement • February 7th, 2011 • Montana
DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • February 16th, 2016
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Donor Advised Funds
Donor Advised Fund Agreement • April 13th, 2017

A Donor Advised Fund is a fund that is set up by a donor who reserves the right to direct how the capital is invested and how the revenue generated by the fund is distributed. This type of giving agreement is made between a donor and a sponsoring organization (such as a community/charitable foundation, charity or financial institution).These organizations have the capacity to set up and administer this form of giving.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • April 29th, 2019

(year) ownership of the property listed below to the San Francisco Foundation (hereinafter referred to as the “Foundation”). This property constitutes an irrevocable gift from the Donor to the Foundation and, upon acceptance of the gift, is subject to the terms and conditions listed below.

Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • August 26th, 2021 • Colorado

This Donor-Advised Fund Agreement (the “Agreement”) between Rose Community Foundation (the “Foundation”) and the donor(s) listed below (the “Donor(s)”) hereby establishes a Donor-Advised Fund at the Foundation (the “Fund”). Donor-Advised Funds are flexible vehicles for individual, family, business, or group philanthropy. The Fund is subject to the Foundation’s Donor-Advised Fund Guidelines, as amended from time to time (“Guidelines”). A copy of the current Guidelines is attached to this Agreement. Further information about Donor-Advised Funds, this Agreement and charitable giving is available at https://rcfdenver.org/

LETTER OF AGREEMENT
Donor Advised Fund Agreement • March 2nd, 2016
AGREEMENT ESTABLISHING A DONOR ADVISED FUND OF THE HOPE CHRISTIAN COMMUNITY FOUNDATION
Donor Advised Fund Agreement • February 5th, 2022
DONOR ADVISED FUND AGREEMENT COUNTY OF SPARTANBURG )
Donor Advised Fund Agreement • December 3rd, 2007 • South Carolina

WHEREAS, the Donor desires to make an irrevocable charitable gift to the Foundation for the creation of a donor advised fund and to designate the Donor or another individual(s) as an “Advisor” to the Fund for the purpose of making non-binding recommendations from time to time with respect to distributions from the Fund, subject to the terms and conditions of this Agreement; and

DONOR-ADVISED FUND AGREEMENT COMMUNITY FOUNDATION OF UTAH
Donor-Advised Fund Agreement • July 9th, 2018 • Utah

This Donor-Advised Fund Agreement (“Agreement”), between Community Foundation of Utah (“CFU”) and the individual(s) listed below in Section 2 (“Donor Advisor,” separately, or “Donor Advisor(s),” collectively), 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 (collectively, “CFU’s Policies”).

AGREEMENT TO ESTABLISH THE
Donor Advised Fund Agreement • May 9th, 2014 • Florida

(hereinafter “Donor”) and The Miami Foundation, Inc. (hereinafter “Foundation”), a Florida not for profit corporation and community foundation having its principal office at 40 NW 3rd Street, Suite 305, Miami, Florida 33128. A Donor Advised Fund known as the (hereinafter “Fund”) shall be established as a Fund of The Miami Foundation to be used for philanthropic and charitable purposes.

Donor Advised Fund Agreements
Donor Advised Fund Agreement • February 22nd, 2016

This sample legal document was prepared by the attorneys for the Kosciusko County Community Foundation and is for illustrative purposes only. The document should be reviewed by your legal counsel to be certain that it is appropriate for your charitable goals and will accomplish the purposes intended by you. The Foundation reserves the right to have all documents submitted to it reviewed by its counsel before execution by the Foundation.

Fund
Donor Advised Fund Agreement • December 6th, 2021

AGREEMENT made , 202 , between (the "Donor") and the Community Foundation for Oceana County (the “Foundation”), a Michigan non- profit corporation.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • July 26th, 2022

Welcome to the Community Foundation of Utah! Thank you for choosing us as your philanthropic partner. Our staff is available to assist you at any time with a wide variety of services, from establishing a fund, to grantmaking, engaging younger generations, and planning for the future.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • October 16th, 2018

This Donor Advised Fund Agreement (“Agreement”) is entered into by and between (“Donor”) and the St. Louis Community Foundation, Inc., a Missouri nonprofit corporation (“Community Foundation”) to establish a donor advised fund (“Fund”), subject to the terms and conditions of this Agreement

AGREEMENT ESTABLISHING THE
Donor Advised Fund Agreement • June 27th, 2019

THIS AGREEMENT, dated , , is made by and between individuals identified in Attachment A (hereinafter referred to as “Donors”), and the Los Altos Community Foundation (hereinafter referred to as "LACF" or the “Foundation”), a California not-for-profit corporation, with an office at 183 Hillview Avenue, Los Altos, California 94022, Federal Tax I.D. No. 77-0273721, all of whom have approved this Agreement by executing Attachment A.

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