Onward! A Legacy Foundation

Below are the fund agreements for establishing a fund with Onward!. Please contact us if you have any questions. Thank you for considering Onward!. Together we can make a difference in our communities.

Fund Application for Individuals, Families or Businesses -

Use this application if you are an individual, family or business wishing to establish a new donor-advised fund with Onward! for your charitable cause:

Donor-Advised Fund Agreement

Onward!'s Investment Policy Guidelines

Fund Applications for Non-Profits -

Non-profit organizations can either create an agency fund or an agency endowment fund. The agency fund would be for setting aside funds for future use while earning a market rate of return.

The endowment fund would be setting aside funds in perpetuity with earnings available for your organization.

Agency Fund Agreement

Agency Endowment Agreement