Fund Agreements
Donor Advised Funds
Donor Advised Funds are charitable funds for donors seeking active involvement in grantmaking. Donors and their successors, if desired, recommend grants from their fund to support nonprofit organizations.
For a sample Donor Advised Fund Agreement, click here.
Designated Funds
The donor designates a specific charitable organization as the perpetual recipient of the earnings from the endowment fund, knowing that if the charity ceases to exist, another charity serving the same needs will benefit from the endowment.
For a sample Designated Fund Agreement, click here.
Field of Interest Funds
Donors who want to target a cause or a specific community close to their heart choose a Field of Interest fund. Simple and flexible, this type of fund always remains relevant since the most effective charities doing work with the cause or in the named community receive annual distributions.
For a sample Field of Interest Fund Agreement, click here.
Other Funds
Talk to us about scholarship funds or unrestricted endowments - we can craft the fund that meets your desires and serves your community.