Sample Fund Agreements

A Fund Agreement is a signed contract between The Philadelphia Foundation and the person who sets up the fund.

Some language can be customized – such as the purpose of the fund – while other wording is required for legal purposes.

A Donor Advised Fund can be Endowed for perpetual giving, or Non-Endowed for giving during the fund founder’s lifetime.

There are several different types of Scholarship Fund agreements, depending on how directly involved The Philadelphia Foundation is in managing the application process.

The documents provided here are sample fund agreements to allow you to review standard language.

When you contact us to discuss establishing a fund, we will personalize the agreement for the fund you would like to create.

Designated Fund Sample Agreement

Donor Advised Fund Sample Agreement (Endowed Fund)

Donor Advised Fund Sample Agreement (Non-Endowed Fund)

Field of Interest Fund Sample Agreement

Organizational Endowment Fund Sample Agreement

Scholarships

Unrestricted Fund Sample Agreement


Schedule a confidential conversation with our professional staff about establishing a fund.
Call 215-563-6417 or email us.

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CF National Standards