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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
Gift Fund Policy Statement
Gift Fund Agreement Form
Express Fund Policy Statement
Express Fund Agreement Form
Charitable Organization Endowment Funds
Charitable Organization Endowment Application
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
