Follow the steps to complete the Sample Fund Agreement.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In the first section, enter the name of the endowment fund you wish to establish. This is essential for identifying the purpose of the fund.
3. Next, provide your name as the donor in the designated space where it states '(the “DONOR”)'. Ensure all spelling is correct to avoid any future discrepancies.
4. Describe the current gift you are contributing, such as a check number or the number of shares. Be direct and specific to clarify your intent.
5. If applicable, include a memorial message or vision statement for the fund in the 'Donor Statement' section. This text may accompany future grants from your fund.
6. Indicate if the fund is established in honor of or in memory of someone specific. Provide their name and any relevant details as requested.
7. Choose the type of fund you wish to establish from the options provided. Depending on your choice, different minimum pledges will apply, so be sure to review this carefully.
8. Fill out the distribution section, specifying how grant awards will be distributed annually, in accordance with the Foundation’s policies.
9. In the 'Fund Name' area, input the desired name for your fund. This will help identify the fund for both you and the Foundation.
10. Complete the donor privacy section, ensuring that you understand how your personal information will be guarded.
11. Provide your mailing address and telephone number in the appropriate fields, making sure all information is up to date.
12. Finally, enter the date you are signing the agreement. Review all provided information for accuracy before finalizing.
13. Once you have filled out all the sections thoroughly, save your changes, download the completed document, print it if necessary, or share it online as needed.

Begin completing your Sample Fund Agreement online today to make a lasting impact.