DONOR ADVISED FUNDS
SAMPLE ESTABLISHING DOCUMENT
1055 Broadway, Suite 130 • Kansas City, MO 64105 • 816-842-0944 • www.gkccf.org
The Greater Kansas City Community Foundation is committed to honoring your charitable intent
during your lifetime and beyond so that your charitable legacy is preserved in perpetuity. We work with you to
ensure that every philanthropic investment you make through the Community Foundation returns the greatest
emotional, civic, and financial benefit possible.
We begin every relationship with a donor by asking “What’s important to you?” When you create a fund at
the Community Foundation, the Establishing Document is where you answer that question. This is the only
document required to establish a fund and it is a very simple process. The italicized phrases below explain each
step in the process. You begin by naming the fund anything you want.
FUND
SAMPLE ESTABLISHING DOCUMENT
Greater Kansas City Community Foundation
1055 Broadway, Suite 130
Kansas City, Missouri 64105
Naming and Establishment of Fund. I hereby transfer cash or other property to establish the Fund
(“Fund”) with the Greater Kansas City Community Foundation (hereinafter referred to as “Community Foundation”).
There is no minimum fund requirement.
Gifts into the Fund. The Community Foundation is authorized to accept charitable contributions to the Fund
subject to the terms set forth herein.
You may make deposits of cash, stock, or other assets at any time.
Distributions to Charities from the Fund. I intend that the income and principal from the Fund be available for
distribution in accordance with the charitable purposes set forth in the Bylaws of the Community Foundation.
Distributions shall be made by the Community Foundation after receiving and approving the advice in writing
from me.
We are committed to honoring your charitable intent. This means that you can recommend, at any time, that
checks be issued f