Sample Fund Agreement Sample Contracts

SAMPLE FUND AGREEMENT – To Establish an Organizational Endowment Fund for NPO
Sample Fund Agreement • June 18th, 2019

It is the intention of NPO to establish an organizational endowment fund with the Evanston Community Foundation (the “Foundation” or “ECF”). Both NPO and the Foundation are qualified charitable organizations. NPO and ECF agree as follows:

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SAMPLE FUND AGREEMENT – ENDOWED FUND
Sample Fund Agreement • July 18th, 2011 • New York

On this XXX day of XXX , 20 XXX_, with the Initial Gift set forth in Schedule A (attached hereto and made a part hereof) from the undersigned Donor(s), the XYZ ENDOWMENT FUND (the “Fund") is established as an endowed donor advised fund of The Community Foundation for the Greater Capital Region, Inc. (the "Foundation") pursuant to the following terms and conditions:

Sample Fund Agreement / Instructions shown in brackets]
Sample 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]

SAMPLE FUND AGREEMENT – NON-ENDOWED FUND
Sample Fund Agreement • July 18th, 2011 • New York

On this XXX day of XXX , 20_XX , with the Initial Gift set forth in Schedule A (attached hereto and made a part hereof) from the undersigned Donor(s), the XYZ FUND (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:

FUND NAME HERE] SAMPLE FUND AGREEMENT
Sample Fund Agreement • August 28th, 2009

The Donors desire to create a Permanently Endowed Field of Interest Fund (the “Fund”) with the following property (donated cash, securities, or other property) (the “Property”) donated for public educational and charitable purposes:

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