Once your client has made a decision about the type of fund he or she wants to set up, select the appropriate agreement form below:

_____Donor Advised Fund template
_____Unrestricted Fund template
_____Field of Interest Fund template
_____Designated Fund template
_____Agency Fund template
_____Scholarship Fund template

We understand that each person who opens a fund with the Foundation has specific goals they want to achieve. We call these forms templates for a reason- they are a starting point for designing a fund. While these templates may look simple, be assured they have been reviewed by the Foundation’s legal counsel and are in compliance with National Standards.

All of these fund templates mention the following support documents which are readily available through the links provided:
Policies and Procedures for the Establishment of Funds

Foundation bylaws and articles of incorporation
IRS tax exemption letter
Wichita Community Foundation spending policy

If you have questions, please call or email a member of the Foundation staff.