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Appendix 1 Endowed Fund Donor AgreementApproved Dec 1/10 THE PERTH AND DISTRICT COMMUNITY FOUNDATION ENDOWED FUND AGREEMENT Initial Gift (the Donor) will provide a gift to establish the Fund within

How to fill out endowed fund donor agreement

How to fill out an endowed fund donor agreement:

1. Start by carefully reviewing the endowed fund donor agreement provided by the organization or institution you are donating to. Familiarize yourself with its contents, terms, and conditions.
2. Fill in the personal information section. Provide your full name, contact details, and any other requested information. Make sure to double-check the accuracy of your information.
3. Specify the endowed fund's purpose and restrictions. Clearly articulate how you want your donation to be used and any specific areas or programs you wish to support. If there are any restrictions, such as limitations on how the funds can be allocated, list them clearly in this section.
4. Establish the timeline for your donation. Indicate when you intend to make the donation and if it will be a one-time contribution or a recurring gift. Additionally, specify any conditions or requirements for the payment schedule, if applicable.
5. Define the recognition and reporting preferences. State how you want to be recognized for your contribution, such as having your name displayed on a plaque or remaining anonymous. If you have any specific reporting requirements or expectations, such as receiving regular updates on the impact of your donation, mention them in this section.
6. Include any additional provisions. If there are any specific provisions you want to add to the agreement, such as naming rights or the establishment of an advisory committee, clearly outline them here.
7. Seek legal advice if necessary. If you have any concerns or questions about the agreement, it is recommended to consult with a lawyer who specializes in philanthropy or nonprofit law to ensure your interests are protected.
8. Sign the endowed fund donor agreement. Once you have carefully reviewed and completed the agreement, sign it and follow any other instructions provided by the organization for submitting the document.
9. Keep a copy for your records. Make sure to retain a copy of the completed endowed fund donor agreement for your personal records.

Who needs an endowed fund donor agreement?

1. Philanthropists and individuals who want to make a significant donation to an organization or institution.
2. Donors who wish to establish an endowed fund to support specific causes, programs, or initiatives.
3. Institutions, such as universities, museums, or nonprofit organizations, that rely on donor support to fund ongoing projects or future initiatives.

For pdfFiller’s FAQs

What is endowed fund donor agreement?

The endowed fund donor agreement is a legal document that outlines the terms and conditions of a donation to establish an endowed fund.

Who is required to file endowed fund donor agreement?

The donor and the organization receiving the donation are required to file the endowed fund donor agreement.

How to fill out endowed fund donor agreement?

The endowed fund donor agreement can be filled out by providing the necessary information about the donor, the donation amount, and the purpose of the endowed fund.

What is the purpose of endowed fund donor agreement?

The purpose of the endowed fund donor agreement is to ensure that both parties understand and agree to the terms of the endowed fund, including how the donation will be used and managed.

What information must be reported on endowed fund donor agreement?

The endowed fund donor agreement must include details about the donor, the donation amount, any restrictions on the use of the funds, and the responsibilities of both parties.

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