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Home / Professional Advisors / Sample Agreements
Sample Forms
Donor Advised Fund Agreement
Designated Fund Agreement
Non Endowed Donor Advised Fund Agreement
Scholarship Fund Agreement
Bequest Language
Grant recommendation form
Securities transfer instructions
Sample agreements

To give you a sense of how a community foundation operates and to illustrate the ease of using our services, we have provided samples of fund agreements, language for including the Community Foundation in your will, a grant recommendation form, and instructions on how to gift publicly-traded securities.   Remember … there is flexibility in many of these documents and we are eager to discuss with you how we can help you achieve your charitable objectives efficiently and effectively.