Sample Fund Activity Policy

This sample fund activity policy provides language that you can either use in a stand-alone policy or incorporate into an existing donor-advised fund agreement or policy. Within the sample policy are: 1) acceptable types of grant activity, 2) a framework for activating grantmaking, and 3) definitions of terms used in the context of this sample policy.

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Sample Fund Activity Policy

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This sample Fund Activity Policy provides language to include, either, in a stand-alone policy, or to be incorporated into an existing donor advised fund agreement or policy. Within the sample policy are: 1) acceptable types of grant activity, 2) a framework for activating grantmaking, and 3) definitions of terms used in the context of this sample policy.

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