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 Jan Edmondson or Mary Stanley, 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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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.
Aug 22, 2013
October 16 Seminar for Professional Advisors
Aug 22, 2013
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A publication featuring articles and advice from local professional advisors
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