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Authorization Non-charitable CHECKING FUND (CCF) GROUPS I. The Community Foundation of Louisville (the Foundation) agrees to establish a Charitable Checking Fund to be known as the: Fund Name (e.g.:
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01
Read the agency fund agreement carefully to understand all the terms and conditions.
02
Fill out the required personal information, including name, address, and contact details.
03
Specify the purpose of the agency fund agreement and the parties involved.
04
Provide details of the funds being transferred or managed under the agreement.
05
Sign and date the agreement to make it legally binding.

Who needs agency fund agreement for?

01
Nonprofit organizations looking to establish a fund to support their charitable activities.
02
Government agencies that need to properly manage funds allocated for specific projects or initiatives.
03
Individuals or businesses looking to set up an agency fund to support a particular cause or organization.
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Agency fund agreement is used to establish a relationship between a sponsoring organization and a fund that is held for the benefit of designated beneficiaries.
Both the sponsoring organization and the beneficiaries are required to file the agency fund agreement.
The agency fund agreement can be filled out by providing information about the sponsoring organization, beneficiaries, terms of the agreement, and any other relevant details.
The purpose of the agency fund agreement is to ensure transparency and accountability in the management of funds held for the benefit of designated beneficiaries.
The agency fund agreement must report details of the sponsoring organization, beneficiaries, terms of the agreement, and any restrictions on the use of the funds.
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