For Nonprofit organizations

  • An agency fund helps nonprofit organizations build long-term assets and serves as a home for reserve funds. Nonprofits that have agency funds enjoy low-cost investment options and third-party oversight of their assets.

  • The Community Foundation receives contributions from the agency to the fund, and the Foundation processes grants from the fund back to the agency. Contributions are typically held as a long-term fund. The income and the corpus are available for distribution.

  • The assets of an Agency Fund reside on the accounting books of the nonprofit that opens the Fund, and the Fund is listed as a liability on the accounting books of GTACF.

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How can my organization establish an Agency Fund?

Complete our Fund Agreement. The Fund Agreement outlines the parameters of your Fund, and areas such as the following are addressed:

  • What will be the name of the Fund?

  • Who will be the 2 primary advisors for the Fund?

  • Are there any restrictions on how or when the Fund can be accessed?

  • Does your organization want the Fund to be invested?

To receive a copy of the Fund Agreement or for more information, call 512-863-4186 or email office@georgetownacf.org.

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