Through Ask CMF, community foundations and other philanthropic grantmakers frequently submit questions related to making changes to fund agreements for the funds that they hold. Over time, these funds can evolve beyond the scope of their original fund agreements and documentation, leaving foundation staff wondering how they can make adjustments, with or without the original donor’s consent and involvement. 

This resource is intended to provide further clarification on this topic, building on the material included in the CMF resource, “Frequently Asked Questions About Fund Agreements.”