Endowment Contract Generator for United States

1. Charitable Purpose Provisions: Required for charitable endowments, specifying charitable objectives and compliance with 501(c)(3) requirements

2. Investment Restrictions: Additional investment limitations or requirements beyond basic guidelines, used when specific restrictions are needed

3. Donor Recognition: Specifications for acknowledging and recognizing donors, used in institutional or public endowments

4. Emergency Provisions: Procedures for accessing principal in extraordinary circumstances, used when flexibility might be needed

5. Successor Provisions: Detailed procedures for appointing successor trustees or administrators, used in long-term endowments

6. Multiple Donor Provisions: Required when multiple donors contribute to the endowment, specifying rights and relationships

7. Tax Provisions: Detailed tax considerations and requirements, particularly important for complex tax situations

8. Environmental, Social, and Governance (ESG) Criteria: Specific ESG investment requirements, used when sustainable investing is a priority

1. Schedule A - Initial Endowment Assets: Detailed listing of initial assets contributed to the endowment

2. Schedule B - Investment Policy Statement: Comprehensive investment guidelines, including asset allocation targets and rebalancing procedures

3. Schedule C - Distribution Calculation Methodology: Detailed mathematical formulas and procedures for calculating distributions

4. Schedule D - Fee Schedule: Breakdown of management fees, administrative costs, and other expenses

5. Schedule E - Authorized Signatories: List of individuals authorized to make decisions or sign documents

6. Appendix 1 - Reporting Templates: Standard formats for required financial and administrative reports

7. Appendix 2 - Compliance Checklist: Checklist for ensuring ongoing compliance with contract terms and applicable regulations

8. Appendix 3 - Operating Procedures: Detailed procedures for day-to-day administration and management