Endowment Fund Agreement Sample Contracts
An Endowment Fund Agreement With the Community Foundation of Western NevadaEndowment Fund Agreement • January 11th, 2019 • Nevada
Standard Contracts
FundEndowment Fund Agreement • December 6th, 2021
AGREEMENT made , 202 , between (the “Donor”) and the Community Foundation for Oceana County (the "Foundation"), a Michigan nonprofit corporation.
THIS AGREEMENT has been made as of the day of 202 byEndowment Fund Agreement • February 1st, 2021
WHEREAS the Organization has a desire to establish an endowment fund to transfer assets to, and to be managed under the name of the Fund (the “Fund”), for the purpose of general and/or specific support of the work of the Organization.
INSTITUTIONAL ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • April 18th, 2016 • Alabama
WHEREAS, the Beneficiary Charity desires to provide for the establishment of a permanently endowed charitable fund within the Foundation for the benefit of the Beneficiary Charity as consistent with the needs of the area served by the Foundation and as consistent with the charitable or other exempt purposes of the Foundation; and
An Agreement Establishing the XX Endowment Fund asEndowment Fund Agreement • April 19th, 2016
The agreement made effective this day of , 201 , by and between the COMMUNITY FOUNDATION OF NORTH TEXAS, a Texas nonprofit corporation having its principal place of business in Fort Worth, Tarrant County, Texas hereinafter called "the Foundation" and XX, resident of Fort Worth, Texas, herein called "Donor," acting individually or through his agents, shall be as follows:
ENDOWMENT FUND AGREEMENT FORMATEndowment Fund Agreement • January 17th, 2024
HCCF uses sample fund agreements (templates) as supplied by Indiana Philanthropy Alliance (IPA). These form agreements are presented as educational material and may be modified with respect to particular implications of specific situations. HCCF utilizes legal counsel to review fund agreements prior to use. See appendix A for sample documents.
DSC FOUNDATION ENDOWMENT POLICYEndowment Fund Agreement • October 28th, 2020
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • August 1st, 2024
An ENDOWMENT AGREEMENT, entered into on the day of , 2024 between (“Donor”) and the Oklahoma Disciples Foundation, Inc. (“Foundation”), an Oklahoma nonprofit corporation, establishing a permanent endowment to be held, managed and used by the Foundation for the benefit of
AGREEMENT TO CREATE PARK VIEW HEALTH CENTER ENDOWMENT FUNDEndowment Fund Agreement • January 19th, 2016 • Wisconsin
WHEREAS, Winnebago County (hereinafter referred to as "County"), whose address is 415 Jackson Street, Oshkosh, Wisconsin 54903 is a municipal corporation created pursuant to the laws of the State of Wisconsin; and
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • July 21st, 2022
(the “donor”), Sacred Heart Foundation, enter into a fund agreement regarding the administration of a fund to which certain gifts from the donor to the Sacred Heart Foundation have been and/or will be directed.
On this day of in the year , the Catholic Community Foundation of Los Angeles (the “Foundation”) created theEndowment Fund Agreement • July 28th, 2020
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • June 27th, 2019 • Massachusetts
The Agreement is entered by and among (“The Donor”), having an address of , the University of Massachusetts Boston, (the “University”), 100 Morrissey Boulevard Boston MA 02125, and the University of Massachusetts Foundation, Inc., (the “Foundation”) 1 Beacon Street, Boston, MA 02108, a Massachusetts charitable corporation.
Fund Name SBF Scholarship/Fellowship/Prize or Award] EndowMENT Fund AgreementEndowment Fund Agreement • April 18th, 2016
Agreement to Establish theEndowment Fund Agreement • July 31st, 2011 • Michigan
This agreement is between [name of organization] (“the [abbreviated name of organization]”), a Michigan nonprofit corporation and the Branch County Community Foundation (the “Community Foundation”), a Michigan nonprofit corporation.
ESTABLISHMENT OF AN ORGANIZATION ENDOWMENT FUNDEndowment Fund Agreement • April 26th, 2017
This ORGANIZATION Endowment Fund Agreement ("Agreement") is made this day of , between Rochester Area Community Foundation, a charitable community foundation ("Foundation") and ("Donor Organization"), a public charity, to create an
TOLEDO COMMUNITY FOUNDATION, INC. FUND AGREEMENTEndowment Fund Agreement • October 18th, 2006
Name of Organization, Agency, or Donor (hereinafter referred to as the "Donor") hereby irrevocably gives, conveys and assigns to the Toledo Community Foundation, Inc. (hereinafter referred to as the "Foundation"), a public charity described in sections 501
SAMPLE)Endowment Fund Agreement • July 24th, 2018
This Agreement, made this 17th day of November, 2000, between the Roman Catholic Diocese of Fresno and the Parish of St. Malachy Church, establishes the St. Malachy Church Endowment Fund.
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • February 17th, 2012
FUND AGREEMENT (the “Agreement”) is made and entered into by and between Presbyterian Church in America Foundation, Inc., a Georgia
AGREEMENT ESTABLISHINGEndowment Fund Agreement • August 11th, 2010 • Colorado
WHEREAS, the Grantor in furtherance of its charitable purposes, deems it to be in its best interests to create a charitable fund to provide for , and
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • November 2nd, 2013
This fund is governed by the terms below and by the Endowment Polices and Guidelines issued by Anabaptist Foundation. We understand that the Foundation may need to establish other polices from time to time to ensure effective operation of the Endowment Fund Program.
Endowment Fund AgreementEndowment Fund Agreement • February 20th, 2019
The Cypress Lake United Methodist Church (the “Church”) has established a fund that shall be known as the Cypress Lake United Methodist Church Endowment Fund hereinafter referred to in this document as "the Fund." The Fund will serve as a long-term investment vehicle in support of the ministries and projects of the Church.
FUNDEndowment Fund Agreement • November 1st, 2013
AGREEMENT made , 201_ between (the "Donor") and the COMMUNITY FOUNDATION for MUSKEGON COUNTY (the "Foundation"), a Michigan non-profit corporation.
Memorandum of AgreementEndowment Fund Agreement • April 2nd, 2007
Endowment Fund in the Medical College of Georgia Foundation, Inc. hereinafter referred to as (Foundation). The Foundation is a non-profit organization as defined in Section 501 (c) (3) of the Internal Revenue Code and has as its purpose to receive, manage and hold charitable gifts on behalf of the Medical College of Georgia.
MIB AGENTS INC ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • March 27th, 2021 • Vermont
The intent for this Agreement is for the Donor to provide for the establishment of a permanently endowed charitable fund within MIB Agents consistent with the charitable or other exempt purposes of MIB Agents which is a not-for-profit Vermont corporation located in Barnard, Vermont, exempt from taxation under Internal Revenue Code (hereinafter the “Code”) Section 501(c)(3) as a public charity described in Section 170(b)(1)(A)(vi), and accordingly an appropriate institution within which to establish such a charitable fund.
WESTERN NEBRASKA COMMUNITY COLLEGE FOUNDATION ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • February 2nd, 2015
WHEREAS, FOUNDATION is organized for the purpose of soliciting and receiving contributions, gifts, grants, devises and bequests of real and personal property for the purpose of contributing to the charitable, scientific, literary and educational activities of Western Nebraska Community College; and
Nonprofit Organization Endowment Fund AgreementEndowment Fund Agreement • December 21st, 2017
Please note that the Fund name will often be listed in Rose Community Foundation publications unless you request anonymity for the Fund.
ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • August 8th, 2008
CHURCH ENDOWMENT FUND AGREEMENTEndowment Fund Agreement • December 10th, 2012
Note: All income distributed from the Endowment will be sent periodically to the church referenced in the above information. Such income will be used at the discretion of the church. If income is distributed to the church with a donor-directed designation, then such distribution will note the designation.
FIELD-OF-INTEREST ENDOWMENT FUND AGREEMENT BETWEENEndowment Fund Agreement • January 25th, 2008
WHEREAS, the Foundation is a non-profit Mississippi corporation exempt from taxation under Internal Revenue Code (“Code”) section 501(c)(3), a public charity described in section 170(b)(1)(A)(vi) of the Code, and accordingly an appropriate institution within which to establish such a charitable endowment; and
Endowment Fund AgreementEndowment Fund Agreement • April 20th, 2017 • California
On this day of _ in the year of , the Catholic Community Foundation of Los Angeles (the “Foundation”) created the (the “Fund”) for the exclusive benefit of to provide income in perpetuity to fund the .
Scholarship Endowment Endowment Fund AgreementEndowment Fund Agreement • January 29th, 2018
It is hereby agreed among the undersigned parties that the Antelope Valley College Foundation (hereafter referred to as the Foundation) will establish in perpetuity, on behalf of [Name of Donor], an endowed fund to be named [Name of Fund]. This fund and the contributions to it are irrevocable gifts, according to Section 501(c)(3) of the Internal Revenue Code.
Field of Interest Endowment Fund AgreementEndowment Fund Agreement • November 14th, 2017 • Alaska
WHEREAS: ACF strives to respond to the changing needs of the Alaska community by building permanent philanthropic capital through individual, corporate and agency donations.
Sample Fund Agreement / Instructions shown in brackets]Endowment Fund Agreement • November 28th, 2007
(the “DONOR”) and Cumberland Community Foundation, Inc. (the “FOUNDATION”) hereby agree to the terms of an irrevocable charitable gift described as [Describe the current gift, such as Check Number 12435 or 100 Shares of BB&T Common Stock or describe the donor’s intent to leave a future gift, such as bequest or Charitable Remainder Trust]
Agreement to Establish theEndowment Fund Agreement • February 18th, 2014 • Michigan
This Agreement is between Organization Name (the "Donor(s)"), a Michigan nonprofit corporation, which is exempt from taxation under section 501(c)(3) of the Internal Revenue Code of 1986, (the "Code"), and is not a private foundation as described in Code section 509(a), and the Battle Creek Community Foundation (the "Foundation"), a Michigan nonprofit corporation.
AGREEMENT TO ESTABLISH THE FUNDEndowment Fund Agreement • July 16th, 2018
We the Board of Directors of the hereby give the Saskatoon Community Foundation (SCF), these assets, subject to the following conditions:
