Sample Agreements & Language
Donor-Advised Fund Endowment Fund Agreement
Donor-Advised Fund Pass-Through Fund Agreement
Donor-Designated Endowment Funds Agreement
Scholarship Fund Agreement
GO Give Back Fund Agreement
Charitable Organization Fund Agreement
Sample Bequest Language
Policies & Instructions
Steve R. Akers, J.D. Professional Advisor Seminar Content
The Estate Planner’s “Playbook” for 2013 and Going Forward Under the Post-ATRA “New Normal” of Permanent Large Exemptions and Portability.
For more information, please contact Mary Stanley or Nan Edgerton, in our development and philanthropic services team, at 317.634.2423.
A Symbiotic Relationship: Balancing the Use of Private Foundations with Donor-Advised Funds Can Help Meet Philanthropist's Needs
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Included with permission.
Inside this issue of Private Foundation News: Foundations are building a better Central Indiana together, Top 10 ways private foundations get into trouble, and more.
May 27, 2014
Is 2014 the Year of the Rebirth of the CRT?
Feb 28, 2014
Finally, Some New Rules Without Expiration Dates
Aug 22, 2013
October 16 Seminar for Professional Advisors
A publication featuring articles and advice from local professional advisors
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