This sample agreement for the establishment of a donor-advised fund outlines the rights and responsibilities of the donor family and the host organization in those cases in which the donor seeks to assign his/her children as successor advisors to the fund.
Family advised endowment fund agreement with children as successors (Foundation for the Carolinas)
Get Involved
Search Knowledge Center for Resources!
We’re here to help you on your philanthropic journey. Contact NCFP for support!
Keep up with trends in family philanthropy. Subscribe to our newsletter!
Family philanthropy improves the quality of life for all. Join our family!