Donor Handbook - Bryan Area Foundation：供体手册-布莱恩地区的基础精品.pdfVIP

Donor Handbook October 1, 2013 Enhance~ Build~ Serve~ Give The mission of the Bryan Area Foundation is to enhance the quality of life for all citizens of our area, now and for generations to come, by building community endowment, addressing needs through grant making and serving as a leader, catalyst and resource for charitable giving. PO Box 651 ~ Bryan, Ohio 43506 ~ 419-633-1156 ~ ww.bryanareafoundation.org Table of Contents I. Funds - Page 1 Establishing a Fund/Fund Agreements Types of Funds Governing Rules and Regulations Spending Policy for Funds Asset Managers/Investment Policies Inactivity Policies Donor’s Bill of Rights II. Contributions - Page 5 Acknowledgement of Contributions Contributions Accepted III. Grants and Scholarships - Page 6 Grants to Public Charities Minimum Grant Distribution Amount Due Diligence IV. Fund Contacts - Page 6 Designation of Fund Contacts Successor Contacts Fund Contacts Responsibilities V. Investment of Funds - Page 7 Retention of Investment Allocation of Income/Market Adjustment VI. Fees - Page 8 VII. Financial Reporting - Page 8 VII. Confidentiality - Page 9 Donor Handbook Compliance Statement I. Establishing a Fund It is easy to establish your own named charitable fund as a donor of the Bryan Area Foundation and its affiliates in Edon, Montpelier and West Unity. Our experienced, knowledgeable staff will work with you to choose the right fund for your philanthropic needs. As a donor you will follow these simple steps: 1. Determine your charitable purpose or intent. 2. Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss advantages of each, including any restrictions you wish to place on the fund. 3. Complete a simple governing fund agreement. Our staff will help you create a document that makes your intentions clear. 4.