An agreement between the foundation and donor about how donations will be invested and used
This collection of responses from community foundation members shares about their fund requirements including minimum balances needed to establish those funds.
This listserv query shares feedback from community foundations on their policies for donor advised funds created upon death.
This community foundation listserv query gathers information about the minimum balances needed to start a new fund.
Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?
