Get the free Donor Fund Agreement - Three Rivers Community Foundation - 3rcf

Donor Fund Agreement When you make a gift to the Three Rivers Community Foundation, you have the option of establishing one or more types of funds from which grants will be made for charitable purposes.

How to fill out donor fund agreement

How to fill out a donor fund agreement?

1. Determine the purpose: Begin by clearly defining the purpose of the donor fund agreement. Specify the objectives, goals, and desired outcomes of the funding.
2. Identify the parties involved: Clearly state the names and contact information of all parties involved in the agreement. This may include the donor, the recipient organization, and any intermediaries or trustees.
3. Define the funding terms: Specify the amount and nature of the funds to be provided. Outline any specific conditions or restrictions related to the use of the funds.
4. Determine the duration of the agreement: Decide on the length of time for which the funds will be provided. Set a start date and an end date if applicable.
5. Outline reporting requirements: Specify the frequency and format of the reports that the recipient organization is required to provide. This may include financial reports, progress updates, or other performance indicators.
6. Include monitoring and evaluation provisions: Outline how the progress and effectiveness of the funded activities will be monitored and evaluated. Define the key performance indicators and metrics to measure success.
7. Address accountability and transparency: Include provisions that ensure the accountability and transparency of both the donor and the recipient. This may include financial audits, conflict of interest disclosure, or scrutiny of the use of funds.
8. Describe termination clauses: Outline the circumstances under which the agreement can be terminated, both by the donor and the recipient. Include provisions for the return of any remaining funds.

Who needs a donor fund agreement?

1. Nonprofit organizations: Nonprofits often seek funding from donors to support their programs and initiatives. A donor fund agreement provides a legal and structured framework for the funding relationship.
2. Donors: Donors, whether individuals, corporations, or foundations, may require a donor fund agreement to ensure that their funds are utilized for the intended purposes and in compliance with their guidelines.
3. Intermediaries or trustees: In some cases, intermediaries or trustees manage donor funds on behalf of donors. These entities may require a donor fund agreement to clarify the responsibilities and expectations of all parties involved.

Overall, a donor fund agreement is crucial for establishing clear expectations, ensuring transparency, and providing a framework for effective collaboration between donors and recipient organizations.

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