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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
Real Estate Policies
Minimums and Fees Quick Reference
Other Resources
Comparing Options for Formalized Giving
Planned Giving Design Center (PGDC)?
PGDC is a FREE state-of-the-art Web site created to provide the very latest information that helps professional advisors counsel their clients in the area of charitable gift planning. Visit www.pgdc.com/cicf to sign up for this FREE service.
For more information, please contact Jan Edmondson or Mary Stanley, our senior gift planning advisors, 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.
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A publication featuring articles and advice from local professional advisors