FAQs About Fund Agreements

Publication date: 
March, 2022

Community foundations and other philanthropic grantmakers frequently submit questions to our Ask CMF service that delve into the complexities of managing component funds, oftentimes on behalf of long-time donors and organizational partners. Over time, these funds 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. In this publication, Dr. Brittany Kienker, Ph.D., CMF's Knowledge Insights Expert in Residence, outlines frequently asked questions involved in managing funds and fund agreements over time. This resource is intended for community foundations and other public charities that manage “component funds” for charitable purposes.

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