Donor Advised Fund Agreement Sample Contracts

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

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/

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

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 • November 11th, 2020

This Donor Advised Fund Agreement is entered into this ______ day of ________, 20____, between _______________________________________________ ("Donor") and TEXAS PRESBYTERIAN FOUNDATION, a Texas nonprofit corporation (the "Foundation"):

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • April 18th, 2016 • Alabama

2013, 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 • December 18th, 2017

We give to the Greater Williamsburg Community Trust (DBA Williamsburg Community Foundation) (Foundation), a nonprofit community foundation located in Williamsburg, Virginia,

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • April 16th, 2020

I/we hereby establish the fund named below (referred to as the “Fund”) with the Indian River Community Foundation (referred to as the “Community Foundation”). The Community Foundation is authorized to accept charitable contribu- tions to the Fund subject to terms set forth herein.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • September 19th, 2018

WHEREAS, the Foundation is duly incorporated as a nonprofit corporation under the laws of the State of Virginia to be operated exclusively for charitable, religious, and educational purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, including but not limited to the management of donor advised funds of individuals, and it is authorized to receive gifts and bequests, to make contracts of investment, sales and dispositions with reference thereto, and

ESTABLISHMENT OF A DONOR ADVISED CHARITABLE INVESTOR FUNDSM
Donor Advised Fund Agreement • December 3rd, 2020

This DONOR ADVISED FUND AGREEMENT ("Agreement") is made this   day of   ,   , between Rochester Area Community Foundation, a charitable community foundation ("Foundation"), and (“Donor”) to create a Charitable Investor Fund ("Fund") of 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 • July 1st, 2019 • Rhode Island

United Way of Rhode Island, a Rhode Island Not-for-Profit Corporation ("United Way), with its principal office located at 50 Valley Street, Providence, RI, 02909.

DONOR ADVISED FUND AGREEMENT INDIVIDUALS
Donor Advised Fund Agreement • May 16th, 2018
DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • July 28th, 2020 • Colorado

THIS FUND AGREEMENT (“Agreement”) is made this day of , 20 between the GRACE COMMONS FOUNDATION, a Christian foundation (“Foundation”), and (“Donor(s)”) to establish a Donor Advised Fund of the Foundation.

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • May 17th, 2016

WHEREAS, Donors have made an initial gift hereby the transfer of cash or other property to establish the (“Fund”) with Central Kansas Community Foundation (“Foundation”);

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • March 18th, 2022 • New York

of , 20 between The Upstate Foundation, Inc., a New York not-for- profit corporation (the “Foundation”), and (“Donor”) to create a Donor Advised Fund (“Fund”) of the Foundation.

DONOR-ADVISED FUND AGREEMENT
Donor-Advised Fund Agreement • February 4th, 2019 • Pennsylvania

THIS FUND AGREEMENT (“Agreement”) is made this day of , 20 between THE PHILADELPHIA FOUNDATION, a community foundation (“Foundation”), and

DONOR ADVISED FUND AGREEMENT FOR
Donor Advised Fund Agreement • May 26th, 2022
Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • December 21st, 2017
DONOR-ADVISED FUND AGREEMENT
Donor-Advised Fund Agreement • February 4th, 2019 • Pennsylvania

THIS FUND AGREEMENT (“Agreement”) is made this day of 20 between THE PHILADELPHIA FOUNDATION, a community foundation (“Foundation”), and (“Donors”) to establish a donor-advised fund of the Foundation.

Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • October 8th, 2018 • Maryland
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Donor Advised Fund Agreement
Donor Advised Fund Agreement • January 11th, 2021

With this document, I/we are donating and delivering to the Community Fund of New Jersey (“Foundation”) to be held by the Foundation as a CFSJ Area Fund under the terms of an Affiliation Agreement (“Affiliation Agreement”) dated as of September 1, 2009 between CFNJ and the Southern New Jersey Regional Community Foundation, Inc., d/b/a the Community Foundation of South Jersey (“CFSJ”), as amended by a First Amendment to Affiliation Agreement dated as of June 2, 2010 between the Foundation and CFSJ (“First Amendment” and together with the “Affiliation Agreement” shall be known as “Agreement”) the asset(s) (“Assets”) described in Attachment “A.” This constitutes an irrevocable gift by me/us to the Foundation. This gift is given to the Foundation subject to the following terms and conditions:

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • May 13th, 2021
Donor Advised Fund Agreement
Donor Advised Fund Agreement • April 25th, 2017

(collectively, “Donor”) and Benton Community Foundation (“BCF”). The terms of this Agreement may be subject to approval by BCF’s Board of Directors and acceptance of the Donor’s gift described herein below; thus, this Agreement shall be effective only upon signature of BCF’s President & CEO.

Donor Advised Fund Agreement
Donor Advised Fund Agreement • December 19th, 2011

We give to the Greater Williamsburg Community Trust (DBA Williamsburg Community Foundation) (GWCT), a nonprofit community foundation located in Williamsburg, Virginia, the following gift $ to establish The Fund to be held and administered by the Greater Williamsburg Community Trust as an advised fund in accordance with its Certificate of Incorporation and By Laws as the same have been, or may hereafter from time to time, be amended.

Donor Advised Fund Agreement
Donor Advised Fund Agreement • November 10th, 2020 • Maryland
Donor Advised Fund Agreement
Donor Advised Fund Agreement • March 12th, 2018 • Maryland
Donor Advised Fund Agreement
Donor Advised Fund Agreement • March 6th, 2017 • California

This Agreement is made on DATE, by and between (“Donor"), and the Richmond Community Foundation, a California nonprofit public benefit corporation ("Foundation"). The Donor agrees to create a Donor Advised Fund ("the Fund") with the Foundation under the following terms and conditions:

Donor-Advised Fund Agreement
Donor-Advised Fund Agreement • December 1st, 2020

This Agreement updates and supersedes any previous Donor-Advised Fund Agreement with Jewish Federation of Greater Atlanta. Delivery is hereby made by the undersigned Donor(s) of the property listed on Schedule “A” and made a part hereof (the “Property”). Delivery of the Property constitutes an irrevocable gift of the Property to the Jewish Federation of Greater Atlanta d/b/a Atlanta Jewish Foundation (“the Foundation”) upon acceptance of the Property and with the following terms and conditions:

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • October 21st, 2020

between the Community Foundation of the Texas Hill Country, Inc. (the “Foundation”), a Texas nonprofit corporation and public charitable organization, and Name of Donor, hereinafter referred to as the "Donor.”

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • January 10th, 2006 • Florida

THIS DONOR ADVISED FUND AGREEMENT (“Agreement”) made this day of , 2006, by and between the CITY OF ORLANDO, a Florida municipal corporation (“City”) and the COMMUNITY FOUNDATION OF CENTRAL FLORIDA, INC., a Florida not for profit corporation (“Foundation”).

DONOR ADVISED FUND AGREEMENT
Donor Advised Fund Agreement • December 17th, 2019 • New York

On this day of , with the Initial Gift set forth in Schedule A (attached hereto and made a part hereof) from the undersigned Donor(s), the (the “Fund"), is established as a donor advised fund of The Community Foundation for the Greater Capital Region, Inc. (the "Foundation") pursuant to the following terms and conditions:

Donor Advised Fund Agreement
Donor Advised Fund Agreement • January 10th, 2011
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