Succession Plan Agreement Sample Contracts

FINANCIAL SERVICES PROVIDER SUCCESSION PLAN AGREEMENT
Succession Plan Agreement • August 1st, 2013

Whereas FSP “A” is practising as a Financial Service Provider in terms of The Financial Advisory and Intermediary Services Act , Act No. 37 of 2002.

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Succession Plan Agreement for Donor-advised Funds
Succession Plan Agreement • September 16th, 2015

This document is intended to inform the Community Foundation of your desires regarding the succession plan of your fund after your death. If you have any questions about this agreement, please call our philanthropic services department at 404.688.5525.

Succession Plan Agreement for a Donor-advised Fund
Succession Plan Agreement • October 15th, 2015

Thank you for choosing the Community Foundation for Greater Atlanta. Our team is available to assist you at any time with a wide variety of services from creating your fund to ongoing grantmaking and charitable giving services. This document is intended to inform the Community Foundation of your desires regarding the succession plan of your fund after your death. If you have any questions about this agreement, please call our philanthropy team at 404.688.5525.

SUCCESSION PLAN AGREEMENT
Succession Plan Agreement • March 17th, 2016 • Cantel Medical Corp • Surgical & medical instruments & apparatus • New Jersey

This AGREEMENT (“Agreement”) is entered into as of this 17th day of March, 2016, by and between Cantel Medical Corp., a Delaware corporation, maintaining its principal offices at 150 Clove Road, Little Falls, New Jersey 07424 (“Cantel”) and Andrew A. Krakauer, the Chief Executive Officer (“CEO”) of Cantel (the “Executive”).

Succession Plan Agreement for Donor Advised Funds
Succession Plan Agreement • September 16th, 2015

This document is intended to inform The Community Foundation of your desires regarding the succession plan of your fund after your death. If you have any questions about this agreement, please call our Philanthropic Services department at 404.688.5525.

Succession Plan Agreement for a Donor Advised Fund
Succession Plan Agreement • February 5th, 2018

Thank you for choosing the Community Foundation of North Central Washington. Our team is available to assist you at any time with a wide variety of services from creating your fund to ongoing grantmaking and charitable giving services. This document is intended to inform the Community Foundation of your desires regarding the succession plan of your fund.

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