Downloads

Download sample language for a portion of the Foundation's fund agreements. Agreement language for all fund types is available on request. Each fund agreement is individually drafted to accomplish the charitable objectives of each donor. The Foundation's staff is happy to work with you to select and customize agreements that best meet your clients' needs. For assistance please contact one of our gift planners.

In this section you will also find publications that may be helpful in assisting your clients. Check back as we will continually add new items.

We can also provide sample language for planned gifts such as a charitable gift annuity or charitable remainder trust. Once again, contact our gift planning staff for further assistance.

Sample Fund Agreements - PDF Format
Donor Advised Fund Agreement (PDF)


Designated Fund Agreement (PDF)


Field of Interest Fund Agreement (PDF)


Bequest Language (PDF)


Unrestricted Fund Agreement

(Permanent)


Other - PDF Format
Flexible Options for Charitable Giving


Establishing Family Foundations


Donor Advised Funds Brochure


General Brochure