Forms
Fund Applications:
Donor Advised Fund Program Description and Application
Donor Advised Fund Application (just the application)
Donor Advised Fund Grant Recommendation Form
Designated Fund Agreement
Field of Interest Fund Agreement
Unrestricted Fund Agreement
Call to learn about a Legacy Fund
Financials:
Policies:
Suggested language for bequests (see Fund Comparison)
Type of Fund
a. To Create an Unrestricted Fund
I bequeath to HCF (“Foundation”) the sum of $____________ [or the property describe herein or the remainder of the property which I own at the time of my death], for the purpose of establishing an Unrestricted Fund (“Fund”). The Fund shall be administered by the Foundation for charitable purposes of benefit to the Hudson community. The income of the fund as determined by HCF’s spending policy shall be available for said charitable purposes, subject to the schedule of fees adopted by the Foundation for investing and administering the Fund.
b. To Create a Field of Interest Fund
I bequeath to HCF (“Foundation”) the sum of $____________ [or the property described herein or the remainder of the property which I own at the time of my death], for the purpose of establishing a Field of Interest Fund (“Fund”). The Fund shall be administered by the Foundation in perpetuity for the purpose of ________________________________________________ (Charitable Purpose). The income of the fund as determined by HCF’s spending policy shall be available for said charitable purposes, subject to the schedule of fees adopted by the Foundation for investing and administering the Fund.
c. To Create a Donor Advised Fund
I bequeath to HCF (“Foundation”) the sum of $_____________ [or the property described herein or the remainder of the property which I own at the time of my death], for the purpose of establishing or adding to your Donor Advised Fund know as ____________________ (“Fund”). The Fund shall be administered by the Foundation for charitable purposes. The Advisor(s) to this Fund shall be ____________________________________________ whose address is _____________________________________________________________
It is understood that this Fund will be administered for charitable purposes in accordance with the Program Description for Donor Advised Funds
To Create a Designated Fund
I bequeath to HCF (“Foundation”) the sum of $___________ [or the property described herein or the remainder of the property which I own at the time of my death], for the purpose of establishing a Designated Fund (“Fund”). The Fund shall be administered by the Foundation in perpetuity for the benefit of ________________________________________________________ (“Charitable Designee(s)”.) The income of the fund as determined by HCF’s spending policy shall be available for said charitable purposes, subject to the schedule of fees adopted by the Foundation for investing and administering the Fund. HCF has the power to modify any restriction or condition on the distribution of the fund if, in its sole judgment, such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the Hudson community.
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