Fiduciary agreement template 2026

1. Click ‘Get Form’ to open the fiduciary agreement template in the editor.
2. Begin by filling in the name of your PTA/PTSA in the first blank space. This identifies the organization making the monetary grant.
3. Next, enter the name of the recipient within the Public School District, followed by their specific district details. This ensures clarity on who is receiving the funds.
4. Specify the monetary amount being granted in both words and numbers to avoid any confusion regarding the donation.
5. Fill in the check number and date, along with signatures from both the PTA President and Treasurer to validate the agreement.
6. Clearly state the purpose for which the funds are allocated, ensuring it aligns with your PTA’s objectives.
7. Indicate a deadline for spending these funds and include a clause about reimbursement for any unspent amounts.
8. List any equipment being donated, along with its maintenance responsibilities, ensuring all parties understand their obligations.
9. Finally, have all necessary parties sign and date at their respective sections to finalize this fiduciary agreement.

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