Fund Agreements Fund Agreements

Opening and maintaining a charitable fund is simple. Start with a gift of $10,000 or more in cash, stock, or even complex assets, and experience the community impact, ease, and tax advantage that a fund provides. 

Below are sample fund agreements corresponding to fund types we offer. Email (ckuebler [at] cfgm [dot] org) Director of Development Caroline Kuebler or call her at (901) 722-0036 for more information.

  • Donor-advised fund agreementDonor-advised funds provide donors with flexibility to make gifts to your fund and grants to nonprofits on your own schedule.
  • Scholarship fund agreementScholarship funds help students pursue higher education.
  • Donor-designated fund agreement. Designated funds are the choice for donors who want to support one or more specific nonprofit organizations in perpetuity or for a specified period of time.
  • Field of interest fund agreement. These funds are ideal for donors who want to support an area of special interest, such as education, the arts, health, the environment, or a particular community. 
  • Nonprofit fund agreement. These funds are established by the boards of nonprofit organizations to support the agencies' work and to take advantage of the Foundation's services.
  • Community endowment fund agreement. These 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.

  • Administrative fee schedule