Advised Fund Agreement Sample Contracts

ADVISED FUND AGREEMENT
Advised Fund Agreement • June 28th, 2021 • Maine

To establish XYZ Fund (hereinafter called the "Fund"), I/we hereby transfer, convey, and pay over to the Maine Community Foundation (the "Community Foundation"), as a charitable contribution, the following: description of assets.

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Donor Advised Fund Agreement
Advised Fund Agreement • April 1st, 2015 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

Donor Advised Fund Agreement
Advised Fund Agreement • August 11th, 2014 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

DONOR ADVISED FUND AGREEMENT
Advised Fund Agreement • February 24th, 2022

THIS AGREEMENT is entered into between TGKVF, Inc., a West Virginia nonprofit corporation (herein called “TGKVF”) and the Donor(s) specified above (herein called “Donor”). Donor desires to establish a donor advised fund (herein called the “Fund”) on the terms and conditions set forth as follows:

Donor Advised Fund Agreement
Advised Fund Agreement • December 9th, 2011 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

Donor Advised Fund Agreement
Advised Fund Agreement • June 13th, 2017

This Donor Advised Fund (“DAF”) Agreement is made on [insert date] between ___________ (“Donor(s)”), and the UC San Diego Foundation (“Foundation”), a not-for-profit charity exempt from taxation under section 501(c)(3) of the Internal Revenue Code (IRC), operating as an organization defined under IRC section 509(a)(1). The Foundation, by resolution of its Board of Trustees, has approved a DAF Policy.

Donor Advised Fund Agreement
Advised Fund Agreement • July 1st, 2020
Donor Advised Fund Agreement
Advised Fund Agreement • November 23rd, 2020

The Donors desire to create a permanent fund as a component fund in the Foundation with the following property (donated cash, securities, or other property) (the “Property”) donated for charitable, educational, and scientific purposes: .

Donor-Advised Fund Agreement
Advised Fund Agreement • September 25th, 2017

Thank you for choosing Rose Community Foundation as your partner in philanthropy. We look forward to helping you with your charitable giving.

ADVISED FUND AGREEMENT
Advised Fund Agreement • April 18th, 2011

Online Services (Online access varies by the role of each contact.) This contact is unable to access fund information online.

DONOR-ADVISED FUND AGREEMENT
Advised Fund Agreement • May 5th, 2016

THIS AGREEMENT is entered into between TGKVF, Inc., a West Virginia non-profit corporation (herein called “TGKVF”) and the Donor(s) specified above (herein called “Donor”). Donor desires to establish a donor-advised fund (herein called the “Fund”) on the terms and conditions set forth as follows:

Donor Advised Fund Agreement
Advised Fund Agreement • November 20th, 2017 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

Donor Advised Fund Agreement
Advised Fund Agreement • June 13th, 2017

This Donor Advised Fund (“DAF”) Agreement is made on [insert date] between ___________ (“Donor(s)”), and the UC San Diego Foundation (“Foundation”), a not-for-profit charity exempt from taxation under section 501(c)(3) of the Internal Revenue Code (IRC), operating as an organization defined under IRC section 509(a)(1). The Foundation, by resolution of its Board of Trustees, has approved a DAF Policy.

Donor Advised Fund Agreement
Advised Fund Agreement • March 10th, 2009 • California

("Donor"), and the Napa Valley Community Foundation, a California nonprofit public benefit corporation located at 3299 Claremont Way, Suite 2, in Napa, California ("Foundation").

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