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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).
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