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Fund Policies & Agreements
For your convenience, we provide the policy statements and agreement forms for all fund options. Please contact Jennifer Stewart at 405/606-2912 or Joe Carter at 405/606-2914 with any questions or for additional information.
The statements and forms are accessible through Adobe Acrobat Reader (click here for a free download of the latest version).
Express Fund Agreement
Gift Fund Policy Statement
Gift Fund Agreement
Legacy Fund Policy Statement
Legacy Fund Agreement
For Express, Gift or Legacy Fund Policy Statements, please contact Jennifer Stewart at 405/606-2912.
Charitable Organization Endowment Policy Statement
Charitable Organization Endowment Fund Agreement
Scholarship & Award Endowment Guidelines
Scholarship & Award Endowment Fund Agreement
