Philanthropy builds community and changes lives. East Texas Communities Foundation supports philanthropy by offering simple ways for donors to achieve their charitable goals.


SAMPLE FUND AGREEMENTS & POLICIES

ETCF has over 25 years of experience serving individuals, families, nonprofits businesses and private foundations. Clients can use the Community Foundation to support multiple charities – locally or nationally.

Fund Agreement Templates

Sample Donor Advised Fund Agreement

Sample Donor Designated Fund Agreement

Sample Nonprofit Endowment Fund Agreement

Sample Scholarship Fund Agreement

Sample Project Fund Agreement

Sample Field of Interest Fund Agreement

Sample Unrestricted Fund Agreement

ETCF Fund Policy

Donor Advised Fund Policy

Donor Designated Fund Policy

Nonprofit Endowment Fund Policy

Scholarship Fund Policy

Project Fund Policy

Field of Interest Fund Policy

Unrestricted Fund Policy

Helpful Guides to Creating Funds at ETCF

Guide to Establish a Donor-Advised Fund

Scholarship Eligibility Guidelines & Criteria

UPCOMING EVENTS

ETCF offers educational seminars so you can be better equipped to help your clients. ETCF offers CLE/CPE/CFP credits for attending our educational events.

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SAMPLE FUND AGREEMENTS

The documents provided here are sample fund agreements to allow you to review standard language. When you contact us to discuss establishing a fund, we will personalize the agreement for the fund you would like to create.

ESTATE PLANNING

There are many benefits to partnering with East Texas Communities Foundation. Click here to learn about the best assets to make a planned gift.

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