These forms have important legal consequences and the parties should consult legal and tax or other counsel before signing.

A Donor Advised Endowed Fund is a fund for now and the future; donors recommend grants from the interest earnings of the fund. Such funds tend to grow over time and benefit the community in perpetuity. Donor Advised Endowed Fund Agreement Template.

A Donor Advised Gift Fund accommodates more active givers. Once a Gift Fund is established, the donor may recommend grants from the principal of the fund and may in fact spend it down to zero. The Gift Fund is the perfect option for the donor who wants to make one tax-deductible gift now and focus on the specifics - with the help of our staff, if requested - at a later date. Donor Advised Gift Fund Agreement Template.

The Donor Advised Impact Fund offers a unique alternative. Like an Endowed Fund the Impact Fund is invested in The Community Foundation's investment pool allowing the principal to grow over time. Donors may request that up to 20% of the fund be granted each year–increasing grant amounts to organizations the donors wish to immediately help. Donor Advised Impact Fund Agreement Template.

An Agency Endowment is a long term fund held and managed by The Community Foundation on behalf of a nonprofit organization. The nonprofit organization receives annual distributions for unrestricted use. Donor Advised Agency Endowment Agreement Template.