Universal Fund Agreement

SallyHermann Posts: 38 ✭✭✭

November 6 edited November 7 in Fund Development

Hello,

We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample?

Thank you!

Sally Hermann

St. Croix Valley Foundation

Tagged:

• #templates
• #fundagreement
• #funds

1

Comments

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  AlexQuesada Posts: 18 ✭✭

  

  November 19

  The Council on Foundations has several templates that we used to create our standard fund agreement. However, we still have many variations in clauses related to legacy, permanence, distribution, or spending…

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  ChrisGreen Posts: 9 ✭✭

  

  November 19 edited November 19

  @AlexQuesada, would you be willing to share a sample of a "generic" agreement?

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