Advisors: Planned Giving Forms & Language

Fund Agreement Templates:

Template - Agency Endowment Fund
Template - Bequest Language
Template - Designated Endowment Fund
Template - Donor Advised Endowment Fund
Template - Donor Advised Pass-Through Fund
Template - Field of Interest Endowed Fund
Template - Field of Interest Pass-Through Fund
Template - Special Project Pass-through Fund
Template - Scholarship Administration Questionnaire
Template - Scholarship Pass-Through Fund
Template - Scholarship Endowment Fund

Additional information you may be interested in:

Types of Charitable Funds
Fund Fee Policy
Fund Contact and Disbursement Form
Publicity and Anonymity Form

For more information about what the Community Foundation can do for you contact us
at 765.653.4978 or info@pcfoundation.org.