Fund agreements

Helping your client open a fund at the Community Foundation is simple. Below are sample fund agreements. Email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027 for more information.

Donor-advised funds

Donor-advised fund agreement

Scholarship funds

Scholarship fund agreement

Donor-designated funds

Donor-designated fund agreement

Field of interest funds

Field of interest fund agreement

Nonprofit funds

Nonprofit fund agreement

Community endowment funds

Community Endowments are the choice of donors who want their gifts to address the community's changing needs for generations to come. When you create a community endowment - or give to an existing one - you are assured that your gift will be available for grants, special projects, and future needs that may not even be anticipated today. Community endowment fund agreement

Administrative fee schedule

Administrative fee schedule