We hope you find greater clarity and understanding about the Community Foundation with these shared documents. We have additional documented policies to ensure Best Practices, and are happy to provide them upon request.
Planned Giving with the Community Foundation
Sample Fund Agreements

Below we provide SAMPLE language for our variety of fund instruments.  Each fund is unique and varies based on your vision.  These provide you with a sampling of our templates. And, each fund can be “seeded” with a $2,000 gift ($5,000 for scholarship) with up to five years to build to a fund minimum of $10,000 ($25,000 scholarship).  Visit this page for a summary of the purpose for and variety of each of our fund instruments. And, when you ready to learn more, contact us at (703) 779-3505.

SAMPLE Donor Advised Fund

SAMPLE Field of Interest

SAMPLE Agency Endowment

SAMPLE Designated Fund

SAMPLE Unrestriced Fund

SAMPLE Scholarship fund

SAMPLE Shell Agreement