Sample donor advised funds document from Greene County Community Foundation.
Fund Types/ Agreements
Sample of fund procedures from Ashland County Community Foundation
The following Bylaws are intended as a sample for your organization to use as a guide in developing similar Bylaws appropriate for your school district. Included below are sections that are applicable to, and should be included in, all school Endowment Fund Bylaws – specifically: Relationship to Board (Chapter I-B), Advisory Board Responsibilities (Chapter I-D), Advisory Board Terms (Chapter II-A & B), Donations (Chapter III-A & B), Disbursements (Chapter IV-A), and Application Process (Chapter IV-B).
Sample fund agreement.
Designated Funds name in the Fund Agreement one or more organizations to receive grants. The Fund can also establish a ‘back up plan’ to award grants should the originally benefiting organization(s) cease to exist.
Field of Interest Funds provide the board of trustees with discretion regarding the disbursement of grants within a geographic area or to serve a specific cause. Field of Interest Funds allow flexibility in grant selection, enabling grants to support organizations meeting the needs of our residents as identified by the Fund Agreement.
Information to guide the establishment and operation of charitable funds benefiting a charitable organization, educational institution, or governmental agency.
Information to guide the establishment and operation of charitable funds that support student education scholarships.
But a new funding mechanism—social impact bonds (SIBs)—may offer an innovative means of harnessing private capital to achieve measurable gains on some of the most persistent social ills. Weiner professor of public policy Jeffrey Liebman is spearheading an effort at Harvard Kennedy School to accelerate their adoption.
This report provides an up-to-date analysis of the donor-advised fund market. It is based on data collected during the second and third quarters of 2013 about donor-advised funds and charitable sponsors in fiscal year 2012.