Get Acorn Fund Agreement - Community Foundation For The Twin Tiers - Twintierscf

Filling out the Acorn Fund Agreement online can be a straightforward process when you have the right guidance. This document is essential for establishing a fund with the Community Foundation for the Twin Tiers and ensures that your contributions are used for charitable purposes effectively.

Follow the steps to complete the Acorn Fund Agreement online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling in the date on the first line of the agreement. Enter the current date in the format: Month, Day, Year.
3. Provide your name as the Donor in the section marked with {DONOR NAME} and enter your address in the {DONOR ADDRESS} field.
4. Specify the type of fund you are establishing in place of {TYPE OF FUND}, such as 'Education' or 'Health'.
5. In the section regarding Charitable Purposes, articulate the specific purpose of the fund where indicated.
6. Review the Donor’s Pledge segment and confirm your commitment to contribute enough funds to exceed $12,500 within five years. Indicate your planned annual gifts in the provided space.
7. For the Growth of Fund section, note the understanding of Conversion and Distribution Dates. You will not need to fill out these dates, but ensure you understand the implications.
8. In the Management Fees section, acknowledge that no fees will be applied to your Acorn Fund until it converts or is distributed.
9. Read through the Investments and Miscellaneous sections for full comprehension of the terms. These sections outline important policies regarding the fund’s management.
10. Finally, enter today's date in the 'Date of Agreement' section and sign the form where indicated. Include your printed name, title, mailing address, telephone number, and email address in the designated areas.
11. Once all fields are completed, ensure you review your entries for accuracy. Save your changes, and you may download, print, or share the completed form as required.

Complete your Acorn Fund Agreement online today to establish your charitable fund.