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Fund Policies & Agreements
For your convenience, we provide the policy statements and agreement forms for all fund options online. Please contact Kenneth Conklin at 405/606-2926, 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).
Fund Fee Schedule
Fund Promotion Guide
Advised Funds
Legacy Fund Policy Statement
Legacy Fund Agreement Form | iPhone/iPad version
Gift Fund Policy Statement
Gift Fund Agreement Form | iPhone/iPad version
Express Fund Policy Statement
Express Fund Agreement Form | iPhone/iPad version
Charitable Organization Endowment Funds
Charitable Organization Endowment Application | iPhone/iPad version
Charitable Organization Endowment Policy Statement
Charitable Organization Endowment Agreement Form
Scholarship & Award Funds
Scholarship & Award Fund Policy Statement
Scholarship & Award Fund Agreement Form
Field of Interest Funds
Field of Interest Policy Statement
Field of Interest Agreement Form
