Fund Agreement Templates

The Community Foundation has provided the templates below to help you consult with your clients.

	Title	Description
	Designated Endow Iowa Fund Agreement	Designated Fund containing language allowing donors to receive Endow Iowa tax credits.
	Designated Endowed Fund Agreement	Deisignated Fund containing language to establish a permanant endowment.
	Designated Non-Endowed Fund Agmt.	Designated Fund with no limitations regarding the length of the fund's existance.
	Donor Advised Endow Iowa Fund Agmt.	Donor Advised Fund with language allowing donors to receive Endow Iowa tax credits.
	Donor Advised Endowed Fund Agreement	Donor Advised Fund containing language to establish a permanent endowment.
	Donor Advised Non-Endowed Agreement	Donor Advised Fund with no limitations regarding the length of the fund's existance.
	Agency Endow Iowa Fund Agreement	Agency Agreement with language allowing donors to receive Endow Iowa tax credits.
	Agency Endowed Fund Agreement	Agency Agreement containing language to establish a permanant endowment.
	Agency Acorn Endow Iowa Fund Agmt.	Agreement with Endow Iowa language allowing establishment of endowment with <$10k.
	Field of Interest Endowed Fund Agreement	Fund with Endow Iowa language that allows gifts to be made towards an area of concern.
	Legacy Society Endowed Fund Agreement	Established to provide a gift at the donor's death supporting community needs forever.
	Bequest Agreement	Established to create a new fund upon the donor's death.
	Bequest Language to Benefit Existing Fund	Language to be included in one's will requesting a specific gift be made to the Foundation.
	Scholarship Endowment Fund Agreement	Permanent Endowed Fund established to help students of a chosen grade/academic level.