It occurs to me that gift agreements can serve multiple purposes.
CASE reporting standards being what they are, one set of issues is to get an irrevocable promise to give so that the pledge can be counted in the first column of campaign reporting. If that's not an issue, a statement of intent may serve as well, without trying to force the square intent-to-recommend-from-a-DAF peg into the round irrevocable-commitment hole.
Since the agreement in view was an agreement to create an endowed fund, that might also bring in a different set of issues, depending on how willing the DAF (well, the sponsoring organization, really) is as a third party to give what is after all their money to an endowment the terms of which have been defined by an agreement between the qualified charitable organization and the separate person who funded the DAF/advises the distribution.
My US$0.02 worth; the usual disclaimers apply.
Alan S. Hejnal
Data Quality Manager
Smithsonian Institution - Office of Advancement
600 Maryland Ave SW Ste 600E
PO Box 37012, MRC 527
Washington, DC 20013-7012
Voice: 202-633-8754 | Email: HejnalA@si.edu