For each type of fund offered by the foundation, the community foundation submits a sample fund agreement that contains the terms and conditions for each fund.
Donor advised fund guidelines contain a complete description of all related activities that affect donor advised funds.
The community foundation submits the process used for determining and documenting donor intent and the process for considering and approving grants consistent with donor intent.
The community foundation should demonstrate that fund statements are provided, and show the frequency of fund statement distribution.
The community foundation submits a list of funds, organized by fund type (e.g., scholarship, designated, donor advised).