THIS RESTRICTED ENDOWMENT FUND AGREEMENT - Medical 2025

1. Click ‘Get Form’ to open the Agreement in the editor.
2. Begin by filling in the date at the top of the document, followed by the Donor's name and address. This establishes the parties involved in the Agreement.
3. In Section 1, enter the name of the Fund you wish to create. Ensure this is clear and specific as it will be referenced throughout the Agreement.
4. Provide the account number for the Fund in Section 2. This is essential for tracking contributions and distributions.
5. In Section 3, list any contributions made by the Donor as detailed in Exhibit A. Make sure all contributions are accurately documented.
6. Section 4 requires you to specify the purpose of the Fund. Clearly articulate how you intend for these funds to be used.
7. Complete Sections 5 through 9 by reviewing and confirming all policies regarding spending rates, distribution requests, and authority details as outlined.
8. Finally, ensure both parties sign at the bottom of the document. You can easily add signatures using our platform’s signing feature.

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