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AGREEMENT ESTABLISHING A DONORADVISED FUND OF COMMUNITY FOUNDATION OF GREATER MEMPHIS THIS AGREEMENT, made and entered into the day of, 20, by and between Community Foundation of Greater Memphis (hereinafter

How to fill out agreement establishing a donoradvised

How to Fill Out Agreement Establishing a Donor-Advised:

1. Begin by carefully reading the agreement form. Make sure you understand all the terms and provisions mentioned in the agreement.
2. Provide your personal information, including your full name, address, and contact details. This information is necessary to establish your identity as the donor.
3. Specify the amount or assets you intend to contribute to the donor-advised fund. This could be cash, stocks, or any other eligible asset.
4. Indicate any restrictions or specific instructions you have regarding the use of the donated funds. If you have any preferences or guidelines, clearly outline them in the agreement.
5. Designate the charitable organization or foundation with whom you wish to establish the donor-advised fund. Make sure to include their full name, address, and contact details.
6. Determine the duration of the donor-advised fund. You can choose to establish it for a specific number of years or for an indefinite period.
7. Consider naming a successor or additional advisors who will have authority over the donor-advised fund in case of your incapacitation or passing. Provide their names, contact details, and any necessary documentation.
8. Review the agreement to ensure accuracy and completeness. Verify that all the information provided is correct and that you have not missed any crucial details.
9. Sign and date the agreement. By doing so, you confirm your consent and understanding of the terms and conditions outlined in the agreement.

Who Needs Agreement Establishing a Donor-Advised:

1. Individuals or families looking to establish a long-term giving strategy can benefit from a donor-advised agreement. It provides a structured approach to donating funds and greater control over the distribution of charitable gifts.
2. Wealthy individuals or high-net-worth families who want to organize their charitable giving more effectively often choose to establish a donor-advised fund. This allows them to contribute assets and receive tax benefits for their donations.
3. Charitably inclined individuals who want to involve their family members or successors in the decision-making process of charitable giving may find a donor-advised agreement useful. It provides a framework for collaboration and ensures the donor's philanthropic goals are carried out in the future.

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