Sample Donor Advised Fund Agreement

All gift declarations must be tailored to each donor`s situation. GCF can help you provide a language that meets your needs. To discuss standard gift reporting documents, please contact our staff member for donation strategies at 513-241-2880. Donors and professional advisors can use the Greater Cincinnati Foundation`s standard fund agreement, also in the form of a gift statement, to define one of four types of charitable funds available through the Foundation. A standard fund agreement is provided here for a donor-advised fund only to show you how easy it can be.