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Professional Advisor Resources

Policies

We value transparency. We publish all of our donation policies for your review.

pdf FileAdministrative Fee
pdf FileDonation Policy
pdf FileDonor Advised Funds Administrative Policy
pdf FileDonor Initiated Fundraising
pdf FileGifts of Real Estate
pdf FileInvestment Policy
pdf FileSpending Policy
pdf FileUndistributed Grant Funds
pdf FileDonor Recommended Advisor Policy

Sample Fund Agreements

docx FileAdvised Scholarship Fund Agreement
docx FileAgency Endowment Fund Agreement
docx FileAgency Non-permanent Fund Agreement
docx FileDesignated Endowment Fund Agreement
docx FileDesignated Non-permanent Fund Agreement
docx FileDiscretionary Endowment Fund Agreement
docx FileDiscretionary Non-permanent Fund Agreement
docx FileDiscretionary Scholarship Fund Agreement
docx FileDonor Advised Endowment Fund Agreement
docx FileDonor Advised Non-permanent Fund Agreement
docx FileField of Interest Endowment Fund Agreement
docx FileField of Interest Non-permanent Fund Agreement

Learning Portal

Access a variety of tools such as Deduction Calculators and Charitable Tax Reference Documents through this valuable resource, offered to you free of charge.

Visit the Learning Portal

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Kosciusko County Community Foundation, Inc.
102 East Market Street
Warsaw, IN 46580

Phone:574-267-1901
Fax:574-268-9780

Email:kcf@kcfoundation.org

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