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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
NEW: Jeffrey Pennell Professional Advisor Seminar Content
Recent Wealth Transfer Developments
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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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.
Professional Advisors
May 08, 2013
The Funding Factor
Dec 06, 2012
Easy Giving
Nov 20, 2012
Helping Your Clients Avoid Oops
A publication featuring articles and advice from local professional advisors
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